Moneta Group Investment Advisors LLC Vanguard Mid Cap ETF Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,216,889 shares of VO stock, worth $636 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
2,216,889
Previous 765,000
189.79%
Holding current value
$636 Million
Previous $214 Million
204.2%
% of portfolio
5.3%
Previous 2.6%
Shares
39 transactions
Others Institutions Holding VO
# of Institutions
2,509Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio