Moneta Group Investment Advisors LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 521,220 shares of VOE stock, worth $77.7 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
521,220
Previous 476,893
9.29%
Holding current value
$77.7 Million
Previous $62.5 Million
21.02%
% of portfolio
1.5%
Previous 1.43%
Shares
31 transactions
Others Institutions Holding VOE
# of Institutions
1,028Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$807 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$660 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$502 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$458 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$443 Million0.11% of portfolio