Moneta Group Investment Advisors LLC Vanguard S&P Small Cap 600 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 S&P Small Cap 600 ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 158,217 shares of VIOO stock, worth $17.6 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
158,217
Previous 90,773
74.3%
Holding current value
$17.6 Million
Previous $8.76 Million
82.83%
% of portfolio
0.19%
Previous 0.12%
Shares
20 transactions
Others Institutions Holding VIOO
# of Institutions
387Shares Held
13.5MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.01MShares$112 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC845KShares$93.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$85.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$68.3 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$50.3 Million0.08% of portfolio