Moneta Group Investment Advisors LLC Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 477,350 shares of VO stock, worth $115 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
477,350
Previous 448,445
6.45%
Holding current value
$115 Million
Previous $93.4 Million
18.92%
% of portfolio
2.21%
Previous 2.13%
Shares
32 transactions
Others Institutions Holding VO
# of Institutions
1,961Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio