Moneta Group Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 395,201 shares of VOO stock, worth $210 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

395,201

Previous 371,207 6.46%

Holding current value

$210 Million

Previous $196 Million 8.71%

% of portfolio

3.02%

Previous 2.12%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$521.84 - $558.82 $12.5 Million - $13.4 Million	23,994 Added 6.46%	395,201 $213 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $4.6 Million - $5.1 Million	9,673 Added 2.68%	371,207 $196 Million
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $5.81 Million - $6.43 Million	12,756 Added 3.66%	361,534 $181 Million
Q1 2024 Aug 13, 2024	SELL	$429.43 - $481.35 $15.6 Million - $17.5 Million	-36,362 Reduced 9.44%	348,778 $168 Million
Q4 2023 Feb 15, 2024	BUY	$377.32 - $438.19 $6.12 Million - $7.1 Million	16,212 Added 4.39%	385,140 $168 Million
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $6.34 Million - $6.79 Million	16,137 Added 4.57%	368,928 $145 Million
Q2 2023 Aug 15, 2023	BUY	$371.44 - $407.28 $3.61 Million - $3.96 Million	9,727 Added 2.84%	352,791 $144 Million
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $75.5 Million - $82.9 Million	216,525 Added 171.11%	343,064 $129 Million
Q4 2022 Feb 16, 2023	BUY	$327.64 - $374.54 $30.5 Million - $34.9 Million	93,049 Added 277.84%	126,539 $44.5 Million
Q4 2022 Feb 16, 2023	SELL	$327.64 - $374.54 $44.8 Billion - $51.2 Billion	-136,815,252 Reduced 99.98%	33,490 $11.8 Million
Q4 2022 Feb 15, 2023	BUY	$327.64 - $374.54 $44.8 Billion - $51.2 Billion	136,727,341 Added 112624.56%	136,848,742 $48.1 Billion
Q3 2022 Nov 14, 2022	SELL	$328.3 - $395.04 $1.27 Million - $1.53 Million	-3,876 Reduced 3.09%	121,401 $39.9 Million
Q2 2022 Aug 15, 2022	BUY	$337.07 - $419.85 $4.84 Million - $6.03 Million	14,373 Added 12.96%	125,277 $43.5 Million
Q1 2022 May 11, 2022	BUY	$382.7 - $439.25 $1.88 Million - $2.15 Million	4,905 Added 4.63%	110,904 $46 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $12.1 Million - $13.4 Million	30,636 Added 40.65%	105,999 $46.3 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $7.12 Million - $7.59 Million	18,222 Added 31.89%	75,363 $29.7 Million
Q2 2021 Aug 13, 2021	BUY	$368.16 - $394.32 $1.92 Million - $2.05 Million	5,203 Added 10.02%	57,141 $22.5 Million
Q1 2021 May 14, 2021	BUY	$339.03 - $365.24 $12.3 Million - $13.3 Million	36,299 Added 232.11%	51,938 $18.9 Million
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $240,155 - $275,295	801 Added 5.4%	15,639 $5.38 Million
Q3 2020 Nov 13, 2020	SELL	$285.37 - $328.74 $332,741 - $383,310	-1,166 Reduced 7.29%	14,838 $4.57 Million
Q2 2020 Aug 12, 2020	SELL	$226.15 - $297.17 $246,277 - $323,618	-1,089 Reduced 6.37%	16,004 $4.54 Million
Q1 2020 May 13, 2020	BUY	$204.27 - $310.92 $1.74 Million - $2.65 Million	8,533 Added 99.68%	17,093 $4.05 Million
Q4 2019 Feb 11, 2020	BUY	$264.57 - $296.67 $484,692 - $543,499	1,832 Added 27.23%	8,560 $2.53 Million
Q3 2019 Nov 12, 2019	BUY	$260.57 - $277.38 $187,610 - $199,713	720 Added 11.98%	6,728 $1.83 Million
Q2 2019 Aug 16, 2019	BUY	$252.12 - $271.73 $774,008 - $834,211	3,070 Added 104.49%	6,008 $1.62 Million
Q2 2019 Aug 13, 2019	SELL	$252.12 - $271.73 $769,722 - $829,591	-3,053 Reduced 50.96%	2,938 $1.62 Million
Q1 2019 May 16, 2019	BUY	$224.5 - $261.43 $1.13 Million - $1.31 Million	5,020 Added 516.99%	5,991 $1.56 Million
Q1 2019 May 15, 2019	SELL	$224.5 - $261.43 $1.23 Million - $1.44 Million	-5,491 Reduced 84.97%	971 $1.56 Million
Q4 2018 Feb 11, 2019	BUY	$215.07 - $268.24 $317,658 - $396,190	1,477 Added 29.63%	6,462 $1.49 Million
Q3 2018 Nov 13, 2018	SELL	$248.79 - $269.75 $150,020 - $162,659	-603 Reduced 10.79%	4,985 $1.33 Million
Q2 2018 Aug 14, 2018	BUY	$236.48 - $256.33 $284,958 - $308,877	1,205 Added 27.49%	5,588 $1.45 Million
Q1 2018 May 14, 2018	SELL	$236.79 - $263.36 $120,762 - $134,313	-510 Reduced 10.42%	4,383 $1.06 Million
Q3 2017 Nov 13, 2017	BUY	$228.78 - $230.76 $1.12 Million - $1.13 Million	4,893	4,893 $1.13 Million

Others Institutions Holding VOO

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Moneta Group Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History