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

VOEVOE
30 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 1.1M shares of VOE (VANGUARD MID-CAP VALUE ETF), worth $224.4M as of 2026-Q2. The position was increased (+4.2% shares). VOE represents 1.7% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$224.4M

Current Shares

1.1M

Total Value Change

+$216.9M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+4.2%
$224.4M1.7%$197.60
50
2026-Q1
Increased
1.1M
+6.6%
$200.9M1.5%$191.35
51
2025-Q4
Increased
1M
+15.4%
$181.4M1.4%$178.84
55
2025-Q3
Increased
886,534
+1.5%
$154.8M1.2%$173.12
48
2025-Q2
Increased
873,129
+6.0%
$143.6M1.7%$161.96
51
2025-Q1
Increased
823,904
+4.7%
$132.3M1.8%$156.62
50
2024-Q4
Increased
786,783
+3.0%
$127.3M1.8%$157.87
49
2024-Q3
Increased
764,078
+3.0%
$128.1M1.9%$162.65
49
2024-Q2
Increased
741,984
+0.7%
$111.6M1.8%$145.55
47
2024-Q1
Increased
737,176
+41.4%
$114.9M1.9%$149.97
63
2023-Q4
Increased
521,220
+9.3%
$75.6M1.5%$138.82
51
2023-Q3
Increased
476,893
+9.5%
$62.5M1.4%$124.39
51
2023-Q2
Increased
435,523
+11.5%
$60.3M1.3%$129.67
52
2023-Q1
Increased
390,474
+29.2%
$52.4M1.3%$124.11
58
2022-Q4
Increased
302,151
+13.0%
$43.8M1.2%$126.37
52
2022-Q3
Decreased
267,414
-1.2%
$32.6M1.2%$113.64
0
2022-Q2
Increased
270,707
+49.6%
$35.1M1.2%$120.13
63
2022-Q1
Increased
180,898
+25.7%
$27.1M1.1%$139.10
56
2021-Q4
Increased
143,870
+13.8%
$21.6M0.9%$137.11
46
2021-Q3
Increased
126,402
+20.2%
$17.6M0.8%$129.03
47
2021-Q2
Increased
105,153
+5.0%
$14.8M0.7%$126.98
42
2021-Q1
Increased
100,163
+13.3%
$13.5M0.7%$122.09
45
2020-Q4
Increased
88,374
+9.1%
$10.5M0.8%$105.82
43
2020-Q3
Decreased
80,981
-4.3%
$8.2M0.7%$89.73
0
2020-Q2
Increased
84,598
+2.7%
$8.1M0.8%$83.51
40
2020-Q1
Increased
82,359
+13.7%
$6.7M0.7%$73.13
44
2019-Q4
Increased
72,439
+1.3%
$8.6M0.7%$103.43
39
2019-Q3
Increased
71,531
+0.7%
$8.1M0.8%$97.55
39
2019-Q2
Increased
71,071
+2.3%
$7.9M0.8%$95.95
40
2019-Q1
New
69,503
-
$7.5M0.8%$92.45
53

Other major holders of VOE: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA, EP Wealth Advisors, LLC

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