Moneta Group Investment Advisors LLC Vanguard Small Cap ETF Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 495,332 shares of VB stock, worth $124 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
495,332
Previous 477,756
3.68%
Holding current value
$124 Million
Previous $113 Million
11.25%
% of portfolio
1.02%
Previous 1.38%
Shares
38 transactions
Others Institutions Holding VB
# of Institutions
2,485Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio