Moneta Group Investment Advisors LLC Vanguard Growth 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 Growth ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 869,661 shares of VUG stock, worth $419 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
869,661
Previous 809,487
7.43%
Holding current value
$419 Million
Previous $300 Million
27.01%
% of portfolio
4.63%
Previous 4.2%
Shares
38 transactions
Others Institutions Holding VUG
# of Institutions
2,840Shares Held
284MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio