Moneta Group Investment Advisors LLC Vanguard Growth 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 Growth ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 574,096 shares of VUG stock, worth $222 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
574,096
Previous 542,306
5.86%
Holding current value
$222 Million
Previous $148 Million
20.86%
% of portfolio
3.55%
Previous 3.37%
Shares
32 transactions
Others Institutions Holding VUG
# of Institutions
2,197Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio