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Vanguard Small-Cap ETF shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $126M 495k 254.28
2025-06-30 $113M 478k 236.98
2025-03-31 $103M 466k 221.75
2024-12-31 $121M 505k 240.28
2024-09-30 $119M 500k 237.21
2024-06-30 $105M 482k 218.04
2024-03-31 $107M 469k 228.59
2023-12-31 $86M 403k 213.33
2023-09-30 $70M 370k 189.07
2023-06-30 $68M 342k 198.89
2023-03-31 $59M 310k 189.56
2022-12-31 $38B 205M 183.54
2022-09-30 $26M 150k 170.91
2022-06-30 $26M 145k 176.11
2022-03-31 $23M 107k 212.52
2021-12-31 $23M 101k 226.01
2021-09-30 $21M 98k 218.67
2021-06-30 $20M 89k 225.28
2021-03-31 $18M 82k 214.08
2020-12-31 $8.8M 45k 194.68
2020-09-30 $6.4M 42k 153.80
2020-06-30 $5.8M 40k 145.72
2020-03-31 $4.5M 39k 115.44
2019-12-31 $5.1M 31k 165.64
2019-09-30 $4.3M 28k 153.89
2019-06-30 $3.7M 24k 156.66
2019-03-31 $1.4M 13k 105.30
2018-12-31 $1.2M 9.0k 131.99
2018-09-30 $2.4M 15k 162.57
2018-06-30 $2.8M 112k 24.55
2018-03-31 $231k 24k 9.60
2017-12-31 $115k 779 147.63
2015-09-30 $5.0k 45 111.11

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF