Moneta Group Investment Advisors LLC Vanguard Growth 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 Growth ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,372,695 shares of VUG stock, worth $664 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
1,372,695
Previous 869,661
57.84%
Holding current value
$664 Million
Previous $381 Million
72.68%
% of portfolio
5.35%
Previous 4.63%
Shares
39 transactions
Others Institutions Holding VUG
# of Institutions
2,899Shares Held
278MCall Options Held
388KPut Options Held
518K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio