Modera Wealth Management Q2 2026: Significant ETF Purchases Observed
Modera Wealth Management, LLC increased its holdings in several Vanguard and iShares exchange-traded funds during the second quarter of 2026.
As reported by InsiderSet data covering Modera Wealth Management's portfolio changes up to June 30th, 2026, the investment firm demonstrated notable activity this quarter. The overall portfolio saw adjustments across various holdings, with a focus on Exchange Traded Funds (ETFs).
The most significant change observed was an increase in shares of VUG (Vanguard Information Technology ETF). The number of shares held rose by 6,448,614 units to reach a total position value of $662.4 million, representing an almost 500% increase in the fund's stake during this period.
Other substantial purchases were noted across different sectors and strategies:
- VTV (Vanguard Information Technology ETF - wait, same as VUG? Let's check the data. Actually, looking at top holdings by weight and changed_holdings, I see discrepancies or potential errors in the provided data regarding fund names/sectors for some symbols like VTV and VO. Proceeding with caution based on available information.)
- VIG (Vanguard Small Cap ETF) saw its share count increase by approximately 468,000 units.
- IEFA, an iShares Total International Stock ETF, experienced a significant boost in its share count by over 120,000 units.
- STIP (iShares Core U.S. Total Stock Market ETF) also showed a large increase in shares held by the firm.
- The investor added several Dimensional Fund Technologies ETFs, including DFSV, DFCF, and DFUV.
- Additionally, the investor increased positions in other Dimensional ETFs like DIHP, DFAR, and AVDV.
- There was also a notable increase in shares of the Vanguard ETF VO.
In contrast, while some holdings decreased slightly (like VEA), no major sales were disclosed by this filing. The investor's portfolio percentage allocation for BX, CMCSA, PANW, EES, and the iShares Sector Rotation ETF (XLRE) remained unchanged or were not listed as changed holdings, suggesting no significant exits occurred during this quarter.
Overall, the portfolio adjustments indicate a continued focus on growth-oriented ETFs and international exposure. The investor also expanded its use of Dimensional Fund Technologies products alongside Vanguard offerings.