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VOTVOT
30 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 756,813 shares of VOT (VANGUARD MID-CAP GROWTH ETF), worth $231.8M as of 2026-Q2. The position was increased (+5.5% shares). VOT represents 1.7% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$231.8M

Current Shares

756,813

Total Value Change

+$223.6M

Total Shares Change

+699,287

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
756,813
+5.5%
$231.8M1.7%$306.30
51
2026-Q1
Increased
717,522
+6.7%
$184.7M1.4%$274.95
51
2025-Q4
Increased
672,555
+8.3%
$187.7M1.4%$282.13
52
2025-Q3
Increased
621,300
+4.0%
$182.5M1.5%$292.78
50
2025-Q2
Increased
597,195
+20.1%
$169.8M2.0%$281.02
62
2025-Q1
Increased
497,435
+7.3%
$121.7M1.7%$242.97
51
2024-Q4
Increased
463,399
+8.0%
$117.6M1.6%$253.44
51
2024-Q3
Increased
428,996
+3.5%
$104.4M1.5%$240.83
49
2024-Q2
Increased
414,438
+1.0%
$95.1M1.5%$227.25
47
2024-Q1
Increased
410,391
+31.9%
$96.8M1.6%$233.03
60
2023-Q4
Increased
311,113
+13.0%
$68.3M1.3%$216.62
53
2023-Q3
Increased
275,272
+6.0%
$53.6M1.2%$191.65
49
2023-Q2
Increased
259,686
+13.2%
$53.4M1.2%$200.22
52
2023-Q1
Increased
229,491
+36.6%
$44.7M1.1%$187.86
60
2022-Q4
Increased
167,991
+16.8%
$32.9M0.9%$175.96
47
2022-Q3
Decreased
143,849
-10.1%
$24.5M0.9%$167.91
0
2022-Q2
Increased
160,075
+64.5%
$28.1M1.0%$172.70
59
2022-Q1
Increased
97,303
+20.9%
$21.7M0.9%$219.50
48
2021-Q4
Increased
80,457
+4.8%
$20.5M0.8%$248.12
42
2021-Q3
Increased
76,788
+18.3%
$18.1M0.8%$230.44
47
2021-Q2
Increased
64,891
+2.3%
$15.3M0.7%$230.09
41
2021-Q1
Increased
63,437
+7.0%
$13.6M0.7%$205.08
42
2020-Q4
Increased
59,306
+1.1%
$12.6M0.9%$205.11
40
2020-Q3
Decreased
58,632
-6.1%
$10.6M0.9%$173.16
0
2020-Q2
Increased
62,467
+1.5%
$10.3M1.0%$156.49
40
2020-Q1
Increased
61,568
+15.2%
$7.8M0.8%$124.45
44
2019-Q4
Decreased
53,426
-2.8%
$8.5M0.7%$151.93
0
2019-Q3
Decreased
54,946
-0.1%
$8.1M0.8%$141.02
0
2019-Q2
Decreased
54,973
-4.4%
$8.2M0.8%$142.83
0
2019-Q1
New
57,526
-
$8.2M0.9%$136.33
54

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

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