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VOT
Showing 8 of 29 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in Vanguard Index Funds MCAP GR IDXVIP

MONETA GROUP INVESTMENT ADVISORS LLC holds 717,522 shares of VOT (Vanguard Index Funds MCAP GR IDXVIP), worth $184.7M as of 2026-Q1. The position was increased (+6.7% shares). VOT represents 1.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$184.7M

Current Shares

717,522

Total Value Change

+$89.5M

Total Shares Change

+303,084

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of VOT: MORGAN STANLEY, ROYAL BANK OF CANADA

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