Moneta Group Investment Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Moneta Group Investment Advisors LLC
- $7.15 Billion
- Q1 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 490,383 shares of VBK stock, worth $141 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
490,383
Previous 485,602
0.98%
Holding current value
$141 Million
Previous $136 Million
9.22%
% of portfolio
1.73%
Previous 1.93%
Shares
36 transactions
Others Institutions Holding VBK
# of Institutions
1,228Shares Held
44.5MCall Options Held
48.5KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.83 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$538 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$485 Million4.13% of portfolio
-
Assetmark, Inc1.51MShares$435 Million1.05% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$284 Million0.05% of portfolio