Moneta Group Investment Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 340,284 shares of VYM stock, worth $43.9 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

340,284

Previous 320,031 6.33%

Holding current value

$43.9 Million

Previous $40.8 Million 7.47%

% of portfolio

0.61%

Previous 0.58%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$126.11 - $135.06 $2.55 Million - $2.74 Million	20,253 Added 6.33%	340,284 $43.9 Million
Q4 2024 Feb 11, 2025	BUY	$126.68 - $134.74 $541,303 - $575,744	4,273 Added 1.35%	320,031 $40.8 Million
Q3 2024 Nov 12, 2024	SELL	$117.9 - $128.2 $2.03 Million - $2.21 Million	-17,217 Reduced 5.17%	315,758 $40.5 Million
Q2 2024 Aug 13, 2024	BUY	$114.71 - $121.51 $1.37 Million - $1.45 Million	11,903 Added 3.71%	332,975 $39.5 Million
Q1 2024 Aug 13, 2024	SELL	$109.98 - $120.99 $3.3 Million - $3.64 Million	-30,049 Reduced 8.56%	321,072 $38.8 Million
Q4 2023 Feb 15, 2024	SELL	$98.71 - $111.84 $3.55 Million - $4.02 Million	-35,964 Reduced 9.29%	351,121 $39.2 Million
Q3 2023 Nov 15, 2023	SELL	$103.32 - $110.34 $173,680 - $185,481	-1,681 Reduced 0.43%	387,085 $40 Million
Q2 2023 Aug 15, 2023	SELL	$101.36 - $107.68 $20,576 - $21,859	-203 Reduced 0.05%	388,766 $41.2 Million
Q1 2023 May 15, 2023	BUY	$100.82 - $111.44 $2.71 Million - $3 Million	26,913 Added 7.43%	388,969 $41 Million
Q4 2022 Feb 16, 2023	SELL	$96.14 - $113.15 $3.15 Million - $3.71 Million	-32,780 Reduced 8.3%	362,056 $39.2 Million
Q4 2022 Feb 16, 2023	SELL	$96.14 - $113.15 $37.9 Billion - $44.6 Billion	-394,440,734 Reduced 99.9%	394,836 $42.7 Million
Q4 2022 Feb 15, 2023	BUY	$96.14 - $113.15 $37.9 Billion - $44.6 Billion	394,480,089 Added 110970.79%	394,835,570 $42.7 Billion
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $32 Million - $37.2 Million	337,518 Added 1878.96%	355,481 $33.7 Million
Q2 2022 Aug 15, 2022	SELL	$99.2 - $114.57 $30.3 Million - $35 Million	-305,315 Reduced 94.44%	17,963 $37 Million
Q1 2022 May 11, 2022	BUY	$107.24 - $115.01 $33 Million - $35.4 Million	307,537 Added 1953.73%	323,278 $36.3 Million
Q4 2021 Feb 11, 2022	SELL	$104.33 - $112.16 $31.8 Million - $34.1 Million	-304,414 Reduced 95.08%	15,741 $36.1 Million
Q3 2021 Nov 12, 2021	BUY	$102.3 - $108.36 $810,113 - $858,102	7,919 Added 2.54%	320,155 $33.1 Million
Q2 2021 Aug 13, 2021	BUY	$101.6 - $107.95 $113,487 - $120,580	1,117 Added 0.36%	312,236 $32.7 Million
Q1 2021 May 14, 2021	SELL	$90.4 - $101.83 $2.81 Million - $3.16 Million	-31,040 Reduced 9.07%	311,119 $31.5 Million
Q4 2020 Feb 12, 2021	SELL	$78.88 - $92.1 $715,441 - $835,347	-9,070 Reduced 2.58%	342,159 $31.3 Million
Q3 2020 Nov 13, 2020	BUY	$77.57 - $85.18 $3.79 Million - $4.16 Million	48,855 Added 16.16%	351,229 $28.4 Million
Q2 2020 Aug 12, 2020	BUY	$67.79 - $86.78 $16.4 Million - $21 Million	241,992 Added 400.77%	302,374 $23.8 Million
Q1 2020 May 13, 2020	BUY	$60.97 - $94.78 $3.34 Million - $5.2 Million	54,822 Added 986.01%	60,382 $4.27 Million
Q4 2019 Feb 11, 2020	BUY	$85.84 - $94.47 $477,270 - $525,253	5,560 New	5,560 $521,000
Q3 2019 Nov 12, 2019	SELL	$88.2 - $89.75 $65,620 - $66,774	-744 Closed	0 $0
Q2 2019 Aug 16, 2019	SELL	N/A	-502,344 Reduced 99.85%	744 $65,000
Q2 2019 Aug 13, 2019	BUY	N/A	502,341 Added 67247.79%	503,088 $65,000
Q1 2019 May 16, 2019	SELL	N/A	-10,659 Reduced 93.45%	747 $64,000
Q1 2019 May 15, 2019	BUY	N/A	11,406 New	11,406 $64,000
Q4 2018 Feb 11, 2019	SELL	N/A	-2,562 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	N/A	-1,208,097 Reduced 99.79%	2,562 $213,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,208,097 Added 47154.45%	1,210,659 $1.43 Million
Q1 2018 May 14, 2018	BUY	N/A	2,562 New	2,562 $211,000

Others Institutions Holding VYM

# of Institutions

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Moneta Group Investment Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History