Moneta Group Investment Advisors LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 506,199 shares of VBK stock, worth $148 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
506,199
Previous 502,158
0.8%
Holding current value
$148 Million
Previous $139 Million
8.33%
% of portfolio
1.23%
Previous 1.69%
Shares
38 transactions
Others Institutions Holding VBK
# of Institutions
1,281Shares Held
45.2MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio