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Vanguard S&p 500 Etf idx shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx 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 S&p 500 Etf idx by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $196M 371k 527.67
2024-06-30 $181M 362k 500.13
2024-03-31 $168M 349k 480.70
2023-12-31 $168M 385k 436.80
2023-09-30 $145M 369k 392.70
2023-06-30 $144M 353k 407.28
2023-03-31 $129M 343k 376.07
2022-12-31 $48M 34k 1435.67
2022-09-30 $40M 121k 328.30
2022-06-30 $44M 125k 346.88
2022-03-31 $46M 111k 415.17
2021-12-31 $46M 106k 436.57
2021-09-30 $30M 75k 394.40
2021-06-30 $23M 57k 393.52
2021-03-31 $19M 52k 364.30
2020-12-31 $5.4M 16k 343.69
2020-09-30 $4.6M 15k 307.66
2020-06-30 $4.5M 16k 283.43
2020-03-31 $4.0M 17k 236.82
2019-12-31 $2.5M 8.6k 295.79
2019-09-30 $1.8M 6.7k 272.59
2019-06-30 $1.6M 2.9k 550.37
2019-03-31 $1.6M 971 1601.44
2018-12-31 $1.5M 6.5k 229.81
2018-09-30 $1.3M 5.0k 267.00
2018-06-30 $1.4M 5.6k 249.46
2018-03-31 $1.1M 4.4k 242.07
2017-12-31 $1.2M 4.9k 245.25
2017-09-30 $1.1M 4.9k 230.74
2017-06-30 $940k 4.2k 222.01
2017-03-31 $937k 4.3k 216.45
2016-12-31 $823k 4.0k 205.29
2016-09-30 $346k 1.7k 198.96
2016-06-30 $269k 1.4k 192.28
2016-03-31 $264k 1.4k 188.71
2015-09-30 $148k 840 176.19
2014-06-30 $273k 1.5k 179.61

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx