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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
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 $48B 137M 351.34
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 259.13
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)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx