Position in VTRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$243,439
New position
Shares Held
15,330
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 1,016 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $931,089 across 4 Drug Manufacturers - Specialty & Generic names. VTRS ranks #2 (26.1% of the industry book) .
All Filings in VTRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,439 | 15,330 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||