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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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 |
|---|---|---|---|
| 2025-09-30 | $1.7B | 2.8M | 612.38 |
| 2025-06-30 | $249M | 438k | 568.03 |
| 2025-03-31 | $211M | 411k | 513.91 |
| 2024-12-31 | $213M | 395k | 538.81 |
| 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 | $47M | 127k | 373.48 |
| 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 |
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