Moneta Group Investment Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Moneta Group Investment Advisors LLC
- $8.23 Billion
- Q2 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 502,158 shares of VBK stock, worth $154 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
502,158
Previous 490,383
2.4%
Holding current value
$154 Million
Previous $123 Million
12.64%
% of portfolio
1.69%
Previous 1.73%
Shares
37 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.7MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio