Moneta Group Investment Advisors LLC Vanguard Small 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 Small Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 505,282 shares of VB stock, worth $121 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
505,282
Previous 499,935
1.07%
Holding current value
$121 Million
Previous $119 Million
2.38%
% of portfolio
1.72%
Previous 1.28%
Shares
35 transactions
Others Institutions Holding VB
# of Institutions
2,321Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.92 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.75 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio