Moneta Group Investment Advisors LLC Vanguard Small Cap ETF Transaction History

Moneta Group Investment Advisors LLC

  • $5.03 Billion
  • Q4 2023

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 403,327 shares of VB stock, worth $87.3 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
403,327
Previous 369,458 9.17%
Holding current value
$87.3 Million
Previous $69.9 Million 23.17%
% of portfolio
1.71%
Previous 1.59%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$175.26 - $215.9 $5.94 Million - $7.31 Million
33,869 Added 9.17%
403,327 $86 Million
Q3 2023

Nov 15, 2023
BUY
$186.24 - $208.75 $5.15 Million - $5.77 Million
27,650 Added 8.09%
369,458 $69.9 Million
Q2 2023

Aug 15, 2023
BUY
$181.26 - $198.89 $5.71 Million - $6.26 Million
31,482 Added 10.14%
341,808 $68 Million
Q1 2023

May 15, 2023
BUY
$179.51 - $208.76 $25.9 Million - $30.1 Million
144,246 Added 86.85%
310,326 $58.8 Million
Q4 2022

Feb 16, 2023
BUY
$179.99 - $196.57 $23.9 Million - $26.1 Million
132,590 Added 395.91%
166,080 $30.5 Million
Q4 2022

Feb 16, 2023
SELL
$179.99 - $196.57 $37 Billion - $40.4 Billion
-205,362,565 Reduced 99.98%
33,490 $6.15 Million
Q4 2022

Feb 15, 2023
BUY
$179.99 - $196.57 $36.9 Billion - $40.3 Billion
205,245,648 Added 136460.17%
205,396,055 $37.7 Billion
Q3 2022

Nov 14, 2022
BUY
N/A
5,242 Added 3.61%
150,407 $25.7 Million
Q2 2022

Aug 15, 2022
BUY
N/A
38,657 Added 36.29%
145,165 $25.6 Million
Q1 2022

May 11, 2022
BUY
N/A
5,322 Added 5.26%
106,508 $22.6 Million
Q4 2021

Feb 11, 2022
BUY
N/A
3,710 Added 3.81%
101,186 $22.9 Million
Q3 2021

Nov 12, 2021
BUY
N/A
8,387 Added 9.41%
97,476 $21.3 Million
Q2 2021

Aug 13, 2021
BUY
N/A
6,975 Added 8.49%
89,089 $20.1 Million
Q1 2021

May 14, 2021
BUY
N/A
37,112 Added 82.47%
82,114 $17.6 Million
Q4 2020

Feb 12, 2021
BUY
N/A
3,240 Added 7.76%
45,002 $8.76 Million
Q3 2020

Nov 13, 2020
BUY
N/A
2,069 Added 5.21%
41,762 $6.42 Million
Q2 2020

Aug 12, 2020
BUY
N/A
287 Added 0.73%
39,693 $5.78 Million
Q1 2020

May 13, 2020
BUY
N/A
8,822 Added 28.85%
39,406 $4.55 Million
Q4 2019

Feb 11, 2020
BUY
N/A
2,752 Added 9.89%
30,584 $5.07 Million
Q3 2019

Nov 12, 2019
BUY
N/A
4,195 Added 17.75%
27,832 $4.28 Million
Q2 2019

Aug 16, 2019
BUY
N/A
17,684 Added 297.06%
23,637 $3.7 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-2,954 Reduced 33.16%
5,953 $3.7 Million
Q1 2019

May 16, 2019
SELL
N/A
-4,018 Reduced 31.09%
8,907 $1.36 Million
Q1 2019

May 15, 2019
BUY
N/A
3,917 Added 43.48%
12,925 $1.36 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-5,595 Reduced 38.31%
9,008 $1.19 Million
Q3 2018

Nov 13, 2018
BUY
N/A
8,997 Added 160.49%
14,603 $2.37 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-94,952 Reduced 94.43%
5,606 $873,000
Q2 2018

Aug 15, 2018
SELL
N/A
-11,677 Reduced 10.4%
100,558 $873,000
Q2 2018

Aug 14, 2018
BUY
N/A
88,160 Added 366.19%
112,235 $2.76 Million
Q1 2018

May 14, 2018
BUY
N/A
23,296 Added 2990.5%
24,075 $231,000
Q4 2017

Feb 13, 2018
BUY
N/A
779
779 $115,000

Others Institutions Holding VB

# of Institutions
1,971
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

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