Moneta Group Investment Advisors LLC Purchases in Q3 2025

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.38M
+ 543.88%
$567.77 - $614.76 $1.35B - $1.46B
2.82M $1.73B
VEA
Vanguard Ftse Developed Market

ETFs
9.8M
+ 904.88%
$56.02 - $60.3 $549M - $591M
10.9M $652M
VO
Vanguard Mid Cap ETF

ETFs
1.45M
+ 189.79%
$279.83 - $293.74 $406M - $426M
2.22M $651M
VTV
Vanguard Value ETF

ETFs
1.43M
+ 79.3%
$175.51 - $186.57 $251M - $267M
3.23M $602M
VUG
Vanguard Growth ETF

ETFs
503K
+ 57.84%
$433.97 - $484.08 $218M - $244M
1.37M $658M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.81M
+ 5.49%
$24.46 - $26.5 $44.2M - $47.9M
34.8M $916M
AAPL
Apple Inc.

Technology
42.6K
+ 5.93%
$202.38 - $256.87 $8.62M - $10.9M
761K $194M
DFAU
Dimensional ETF Tr

ETFs
899K
New
$42.42 - $45.96 $38.1M - $41.3M
899K $41.1M
VV
Vanguard Large Cap ETF

ETFs
22.2K
+ 1.73%
$285.05 - $309.14 $6.33M - $6.87M
1.3M $402M
VTI
Vanguard Total Stock Market Et

ETFs
69.2K
+ 13.74%
$303.93 - $329.86 $21M - $22.8M
573K $188M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
556K
+ 5.87%
$28.15 - $30.13 $15.6M - $16.7M
10M $297M
IEFA
Ishares Tr

ETFs
211K
+ 9.85%
$81.7 - $87.53 $17.2M - $18.4M
2.35M $205M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
275K
+ 37.36%
$91.44 - $91.77 $25.2M - $25.3M
1.01M $92.9M
DFAE
Dimensional ETF Tr

ETFs
624K
New
$28.84 - $31.84 $18M - $19.9M
624K $19.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
111K
+ 1.92%
$28.92 - $32.19 $3.2M - $3.56M
5.87M $187M
DFIC
Dimensional ETF Tr Dimensional

ETFs
562K
New
$30.76 - $33.01 $17.3M - $18.6M
562K $18.4M
SPYG
Spdr Portfolio

ETFs
170K
+ 652.88%
$94.33 - $105.31 $16M - $17.9M
196K $20.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
30.1K
+ 2.38%
$108.97 - $121.65 $3.27M - $3.66M
1.29M $156M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.4K
+ 1.19%
$108.46 - $120.63 $1.89M - $2.1M
1.48M $176M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.6K
+ 7.28%
$617.65 - $666.84 $7.19M - $7.76M
171K $114M
NVDA
Nvidia Corp

Technology
35.5K
+ 11.84%
$153.3 - $186.58 $5.44M - $6.62M
335K $62.5M
DFIV
Dimensional ETF Tr

ETFs
309K
+ 698.87%
$42.66 - $46.53 $13.2M - $14.4M
353K $16.3M
VB
Vanguard Small Cap ETF

ETFs
17.6K
+ 3.68%
$237.58 - $259.17 $4.18M - $4.56M
495K $126M
VOT
Vanguard Mid Cap Growth Index

ETFs
24.1K
+ 4.04%
$282.75 - $294.19 $6.82M - $7.09M
621K $183M
DUHP
Dimensional ETF Tr Dimensional

ETFs
321K
New
$35.76 - $37.93 $11.5M - $12.2M
321K $12.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
190K
+ 4.17%
$27.61 - $29.15 $5.23M - $5.53M
4.73M $138M
CLOI
Vaneck ETF Tr

ETFs
219K
New
$52.8 - $53.1 $11.6M - $11.6M
219K $11.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.04K
+ 0.8%
$276.51 - $305.12 $1.12M - $1.23M
506K $151M
VOE
Vanguard Mid Cap Value Index F

ETFs
13.4K
+ 1.54%
$164.63 - $174.58 $2.21M - $2.34M
887K $155M
GOOGL
Alphabet Inc.

Communication Services
4.81K
+ 3.23%
$174.36 - $254.72 $838K - $1.22M
154K $37.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
401K
+ 95.44%
$25.21 - $25.99 $10.1M - $10.4M
822K $21.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
63.5K
+ 3.86%
$62.09 - $66.51 $3.94M - $4.22M
1.71M $111M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
230K
+ 176.75%
$36.04 - $38.78 $8.27M - $8.9M
359K $13.9M
IEF
Ishares Barclays

ETFs
89.9K
New
$93.91 - $97.26 $8.44M - $8.74M
89.9K $8.67M
VBR
Vanguard Small Cap Value ETF

ETFs
12.3K
+ 2.82%
$195.41 - $212.37 $2.41M - $2.62M
449K $93.8M
EFG
Msci Eafe Growth ETF

ETFs
68.1K
+ 17.94%
$106.99 - $114.46 $7.29M - $7.79M
448K $51M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
74.5K
+ 4.21%
$30.13 - $33.37 $2.24M - $2.49M
1.84M $61.5M
GOOG
Alphabet Inc.

Communication Services
4.06K
+ 4.0%
$175.16 - $255.24 $711K - $1.04M
106K $25.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
65.6K
+ 9.63%
$66.38 - $71.68 $4.36M - $4.7M
747K $53.3M
MSFT
Microsoft Corp

Technology
7.14K
+ 3.93%
$491.09 - $535.64 $3.51M - $3.83M
189K $97.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
36.8K
+ 13.93%
$132.9 - $142.03 $4.89M - $5.23M
301K $42.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
91.2K
New
$73.94 - $78.51 $6.74M - $7.16M
91.2K $7.08M
SCHA
Schwab Strategic Tr Us Small C

ETFs
48.7K
+ 2.55%
$25.29 - $28.33 $1.23M - $1.38M
1.96M $54.6M
IWM
Ishares Russell 2000 ETF

ETFs
1.07K
+ 0.46%
$214.92 - $244.84 $231K - $263K
232K $56.2M
IVE
Ishares S&P 500 Value ETF

ETFs
11.1K
+ 3.1%
$194.44 - $206.51 $2.16M - $2.29M
370K $76.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
210K
+ 45.07%
$26.38 - $27.95 $5.53M - $5.86M
674K $18.4M
VOOV
Vanguard S&P 500 Value ETF

ETFs
30.5K
New
$187.97 - $199.47 $5.73M - $6.09M
30.5K $6.09M
DFSV
Dimensional ETF Tr Dimensional

ETFs
184K
New
$29.2 - $32.74 $5.38M - $6.03M
184K $5.86M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
109K
New
$50.53 - $50.82 $5.53M - $5.56M
109K $5.55M
Activity Summary
Buys All Purchases 497 New Holdings 107 Increased Positions 390 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 1 Puts 0
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