Moneta Group Investment Advisors LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 128,829 shares of IVOG stock, worth $14.8 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

128,829

Previous 49,598 159.75%

Holding current value

$14.8 Million

Previous $5.12 Million 184.56%

% of portfolio

0.18%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$91.51 - $113.03 $7.25 Million - $8.96 Million	79,231 Added 159.75%	128,829 $14.6 Million
Q1 2025 May 15, 2025	BUY	$101.13 - $119.79 $500,998 - $593,439	4,954 Added 11.1%	49,598 $5.12 Million
Q4 2024 Feb 11, 2025	BUY	$112.69 - $123.97 $3.61 Million - $3.97 Million	32,049 Added 254.46%	44,644 $5.03 Million
Q3 2024 Nov 12, 2024	BUY	$105.49 - $116.32 $600,343 - $661,977	5,691 Added 82.43%	12,595 $1.44 Million
Q2 2024 Aug 13, 2024	BUY	$105.32 - $113.24 $19,062 - $20,496	181 Added 2.69%	6,904 $756,000
Q4 2023 Feb 15, 2024	BUY	$84.65 - $99.33 $322,177 - $378,049	3,806 Added 130.48%	6,723 $660,000
Q3 2023 Nov 15, 2023	BUY	$89.35 - $96.91 $260,633 - $282,686	2,917 New	2,917 $263,000

Others Institutions Holding IVOG

# of Institutions

164

Shares Held

3.56M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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Moneta Group Investment Advisors LLC Vanguard S&P Mid Cap 400 Growt Transaction History