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

VYMVYM
Showing 8 of 30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in VANGUARD WHITEHALL FDS

Yes. Moneta Group Investment Advisors holds 314,360 shares of VYM, worth $49.7M, as of its Q2 2026 13F filing. It reduced the position by 18,503 shares (-5.6%) from Q1 2026. Moneta Group Investment Advisors has held VYM since Q4 2019, across 27 quarterly 13F filings. VYM is 0.4% of Moneta Group Investment Advisors' reported 13F portfolio.

Current Value

$49.7M

Current Shares

314,360

Total Value Change

+$9.2M

Total Shares Change

-1,398

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
314,360
-5.6%
$49.7M0.4%$157.16
0
2026-Q1
Increased
332,863
+1.7%
$49.3M0.4%$146.37
36
2025-Q4
Increased
327,388
+8.7%
$47M0.4%$141.02
38
2025-Q3
Increased
301,139
+13.9%
$42.4M0.3%$137.58
40
2025-Q2
Decreased
264,309
-22.3%
$35.2M0.4%$129.35
0
2025-Q1
Increased
340,284
+6.3%
$43.9M0.6%$124.30
44
2024-Q4
Increased
320,031
+1.4%
$40.8M0.6%$122.18
41
2024-Q3
Decreased
315,758
-5.2%
$40.5M0.6%$121.83
0

Other major holders of VYM: BANK OF AMERICA CORP /DE/

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