Moneta Group Investment Advisors LLC Vanguard Mid Cap ETF Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 562,903 shares of VO stock, worth $150 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

562,903

Previous 550,302 2.29%

Holding current value

$150 Million

Previous $145 Million 2.41%

% of portfolio

2.11%

Previous 1.57%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$261.5 - $284.63 $3.3 Million - $3.59 Million	12,601 Added 2.29%	562,903 $149 Million
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $5.65 Million - $6.27 Million	23,767 Added 4.51%	550,302 $145 Million
Q2 2024 Aug 13, 2024	BUY	$234.99 - $248.98 $4.36 Million - $4.62 Million	18,543 Added 3.65%	526,535 $127 Million
Q1 2024 Aug 13, 2024	BUY	$225.86 - $249.86 $6.92 Million - $7.66 Million	30,642 Added 6.42%	507,992 $127 Million
Q4 2023 Feb 15, 2024	BUY	$195.66 - $233.95 $5.66 Million - $6.76 Million	28,905 Added 6.45%	477,350 $111 Million
Q3 2023 Nov 15, 2023	BUY	$206.6 - $228.23 $6.63 Million - $7.33 Million	32,101 Added 7.71%	448,445 $93.4 Million
Q2 2023 Aug 15, 2023	BUY	$203.43 - $220.16 $3.67 Million - $3.97 Million	18,054 Added 4.53%	416,344 $91.7 Million
Q1 2023 May 15, 2023	BUY	$200.2 - $225.98 $23.5 Million - $26.5 Million	117,252 Added 41.72%	398,290 $84 Million
Q4 2022 Feb 16, 2023	SELL	$186.57 - $217.26 $62.5 Billion - $72.8 Billion	-335,183,119 Reduced 99.99%	33,490 $6.83 Million
Q4 2022 Feb 16, 2023	BUY	$186.57 - $217.26 $46.2 Million - $53.8 Million	247,548 Added 739.17%	281,038 $57.3 Million
Q4 2022 Feb 15, 2023	BUY	$186.57 - $217.26 $62.5 Billion - $72.8 Billion	334,950,682 Added 125955.88%	335,216,609 $68.3 Billion
Q3 2022 Nov 14, 2022	SELL	$187.98 - $227.42 $2.15 Million - $2.6 Million	-11,440 Reduced 4.12%	265,927 $50 Million
Q2 2022 Aug 15, 2022	BUY	$190.36 - $240.41 $13.6 Million - $17.2 Million	71,691 Added 34.86%	277,367 $54.6 Million
Q1 2022 May 11, 2022	BUY	$219.86 - $253.39 $3.41 Million - $3.93 Million	15,520 Added 8.16%	205,676 $48.9 Million
Q4 2021 Feb 11, 2022	BUY	$236.98 - $261.2 $2.86 Million - $3.15 Million	12,073 Added 6.78%	190,156 $48.4 Million
Q3 2021 Nov 12, 2021	BUY	$229.88 - $249.8 $3.28 Million - $3.56 Million	14,253 Added 8.7%	178,083 $42.2 Million
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $4.09 Million - $4.36 Million	18,321 Added 12.59%	163,830 $38.9 Million
Q1 2021 May 14, 2021	BUY	$203.74 - $225.89 $7.81 Million - $8.66 Million	38,332 Added 35.77%	145,509 $32.2 Million
Q4 2020 Feb 12, 2021	BUY	$176.14 - $208.21 $979,338 - $1.16 Million	5,560 Added 5.47%	107,177 $22.2 Million
Q3 2020 Nov 13, 2020	BUY	$164.39 - $185.0 $434,318 - $488,770	2,642 Added 2.67%	101,617 $17.9 Million
Q2 2020 Aug 12, 2020	BUY	$124.34 - $175.42 $3.53 Million - $4.99 Million	28,424 Added 40.29%	98,975 $16.2 Million
Q1 2020 May 13, 2020	BUY	$112.37 - $186.27 $3.69 Million - $6.11 Million	32,825 Added 87.01%	70,551 $9.29 Million
Q4 2019 Feb 11, 2020	BUY	$162.13 - $178.73 $984,615 - $1.09 Million	6,073 Added 19.19%	37,726 $6.72 Million
Q3 2019 Nov 12, 2019	BUY	$166.82 - $169.81 $2.28 Million - $2.32 Million	13,688 Added 76.19%	31,653 $5.31 Million
Q2 2019 Aug 16, 2019	SELL	N/A	-9,964 Reduced 35.68%	17,965 $3 Million
Q2 2019 Aug 13, 2019	BUY	N/A	22,610 Added 425.08%	27,929 $3 Million
Q1 2019 May 16, 2019	SELL	N/A	-3,148 Reduced 37.18%	5,319 $855,000
Q1 2019 May 15, 2019	BUY	N/A	3,177 Added 60.06%	8,467 $855,000
Q4 2018 Feb 11, 2019	SELL	N/A	-5,542 Reduced 51.16%	5,290 $731,000
Q3 2018 Nov 13, 2018	BUY	N/A	6,921 Added 176.96%	10,832 $1.78 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-31,143 Reduced 88.84%	3,911 $617,000
Q2 2018 Aug 15, 2018	SELL	N/A	-6,159 Reduced 14.94%	35,054 $617,000
Q2 2018 Aug 14, 2018	BUY	N/A	38,221 Added 1277.44%	41,213 $1.62 Million
Q1 2018 May 14, 2018	BUY	N/A	881 Added 41.73%	2,992 $461,000
Q4 2017 Feb 13, 2018	SELL	N/A	-335 Reduced 13.7%	2,111 $327,000
Q3 2017 Nov 13, 2017	BUY	N/A	2,446	2,446 $360,000

Others Institutions Holding VO

# of Institutions

2,291

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Moneta Group Investment Advisors LLC Vanguard Mid Cap ETF Transaction History