Back to MONETA GROUP INVESTMENT ADVISORS LLC MONETA GROUP INVESTMENT ADVISORS LLC

VBRVBR
Showing 8 of 30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in VANGUARD SMALL-CAP VALUE ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 509,083 shares of VBR (VANGUARD SMALL-CAP VALUE ETF), worth $123.7M as of 2026-Q2. The position was increased (+2.8% shares). VBR represents 0.9% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$123.7M

Current Shares

509,083

Total Value Change

+$49.3M

Total Shares Change

+138,287

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
509,083
+2.8%
$123.7M0.9%$242.99
44
2026-Q1
Increased
495,314
+5.7%
$107.6M0.8%$227.25
45
2025-Q4
Increased
468,700
+4.3%
$99.3M0.8%$213.93
44
2025-Q3
Increased
449,384
+2.8%
$93.8M0.7%$206.99
43
2025-Q2
Increased
437,040
+11.6%
$85.2M1.0%$193.04
52
2025-Q1
Increased
391,713
+1.1%
$73M1.0%$183.00
47
2024-Q4
Increased
387,247
+4.4%
$76.7M1.1%$193.61
49
2024-Q3
Increased
370,796
+7.1%
$74.4M1.1%$195.32
50

Other major holders of VBR: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used