Moneta Group Investment Advisors LLC Vanguard Index Fds S&P 500 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 437,487 shares of VOO stock, worth $274 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

437,487

Previous 410,508 6.57%

Holding current value

$274 Million

Previous $211 Million 17.79%

% of portfolio

3.02%

Previous 2.95%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$456.74 - $568.03 $12.3 Million - $15.3 Million	26,979 Added 6.57%	437,487 $249 Million
Q1 2025 May 15, 2025	BUY	$507.05 - $563.67 $7.76 Million - $8.63 Million	15,307 Added 3.87%	410,508 $211 Million
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

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Account

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