Moneta Group Investment Advisors LLC Vanguard Value 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 Value ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,174,738 shares of VTV stock, worth $188 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
1,174,738
Previous 1,073,272
9.45%
Holding current value
$188 Million
Previous $148 Million
18.64%
% of portfolio
3.49%
Previous 3.38%
Shares
32 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.63 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio