Moneta Group Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $153M | Sell |
506,003
-3,814
| -0.7% | -$1.09M | 1.13% | 22 |
|
|
2026
Q1 | $134M | Buy |
509,817
+2,982
| +0.6% | +$807K | 1% | 23 |
|
|
2025
Q4 | $131M | Buy |
506,835
+11,503
| +2% | +$2.95M | 0.99% | 23 |
|
|
2025
Q3 | $126M | Buy |
495,332
+17,576
| +4% | +$4.36M | 1% | 22 |
|
|
2025
Q2 | $113M | Buy |
477,756
+11,444
| +2% | +$2.55M | 1.35% | 22 |
|
|
2025
Q1 | $103M | Sell |
466,312
-38,970
| -8% | -$9.31M | 1.43% | 20 |
|
|
2024
Q4 | $121M | Buy |
505,282
+5,347
| +1% | +$1.32M | 1.7% | 17 |
|
|
2024
Q3 | $119M | Buy |
499,935
+17,706
| +4% | +$4.02M | 1.72% | 17 |
|
|
2024
Q2 | $105M | Buy |
482,229
+13,276
| +3% | +$2.92M | 1.68% | 18 |
|
|
2024
Q1 | $107M | Buy |
468,953
+65,626
| +16% | +$14.1M | 1.75% | 16 |
|
|
2023
Q4 | $86M | Buy |
403,327
+33,869
| +9% | +$6.53M | 1.7% | 14 |
|
|
2023
Q3 | $69.9M | Buy |
369,458
+27,650
| +8% | +$5.51M | 1.59% | 14 |
|
|
2023
Q2 | $68M | Buy |
341,808
+31,482
| +10% | +$5.95M | 1.51% | 14 |
|
|
2023
Q1 | $58.8M | Buy |
310,326
+144,246
| +87% | +$28M | 1.41% | 17 |
|
|
2022
Q4 | $33.6M | Buy |
166,080
+15,673
| +10% | +$2.9M | 0.92% | 28 |
|
|
2022
Q3 | $25.7M | Buy |
150,407
+5,242
| +4% | +$990K | 0.98% | 28 |
|
|
2022
Q2 | $25.6M | Buy |
145,165
+38,657
| +36% | +$7.46M | 0.87% | 32 |
|
|
2022
Q1 | $22.6M | Buy |
106,508
+5,322
| +5% | +$1.12M | 0.89% | 33 |
|
|
2021
Q4 | $22.9M | Buy |
101,186
+3,710
| +4% | +$843K | 0.93% | 29 |
|
|
2021
Q3 | $21.3M | Buy |
97,476
+8,387
| +9% | +$1.86M | 0.98% | 31 |
|
|
2021
Q2 | $20.1M | Buy |
89,089
+6,975
| +8% | +$1.55M | 0.92% | 30 |
|
|
2021
Q1 | $17.6M | Buy |
82,114
+37,112
| +82% | +$7.82M | 0.93% | 29 |
|
|
2020
Q4 | $8.76M | Buy |
45,002
+3,240
| +8% | +$572K | 0.63% | 39 |
|
|
2020
Q3 | $6.42M | Buy |
41,762
+2,069
| +5% | +$318K | 0.56% | 42 |
|
|
2020
Q2 | $5.78M | Buy |
39,693
+287
| +0.7% | +$38.5K | 0.55% | 44 |
|
|
2020
Q1 | $4.55M | Buy |
39,406
+8,822
| +29% | +$1.33M | 0.47% | 49 |
|
|
2019
Q4 | $5.07M | Buy |
30,584
+2,752
| +10% | +$438K | 0.42% | 47 |
|
|
2019
Q3 | $4.28M | Buy |
27,832
+4,195
| +18% | +$650K | 0.4% | 48 |
|
|
2019
Q2 | $3.7M | Buy |
23,637
+14,730
| +165% | +$2.28M | 0.36% | 48 |
|
|
2019
Q1 | $1.36M | Sell |
8,907
-101
| -1% | -$15K | 0.14% | 91 |
|
|
2018
Q4 | $1.19M | Sell |
9,008
-5,595
| -38% | -$815K | 0.14% | 92 |
|
|
2018
Q3 | $2.37M | Buy |
14,603
+8,997
| +160% | +$1.46M | 0.24% | 70 |
|
|
2018
Q2 | $873K | Sell |
5,606
-18,469
| -77% | -$2.83M | 0.1% | 124 |
|
|
2018
Q1 | $231K | Buy |
24,075
+23,296
| +2,991% | +$3.48M | 0.03% | 188 |
|
|
2017
Q4 | $115K | Buy |
+779
| New | +$113K | 0.02% | 231 |
|
|
2015
Q4 | – | Sell |
-45
| Closed | -$5K | – | 405 |
|
|
2015
Q3 | $5K | Buy |
+45
| New | +$5.26K | ﹤0.01% | 485 |
|
Other funds holding VB
Moneta Group Investment Advisors's VB Position: Q2 2026 in Review
Moneta Group Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.75% in Q2 2026, selling an estimated $1.09M and leaving 506,003 shares worth $153M. The position accounts for 1.13% of the portfolio, ranked #22.
Moneta Group Investment Advisors first reported a position in VB in Q3 2015 and has held it in 36 quarters since. 2,479 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Moneta Group Investment Advisors held 506,003 shares of Vanguard Morningstar Small-Cap ETF worth $153M as of Q2 2026.
- Moneta Group Investment Advisors sold 3,814 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.09M.
- Vanguard Morningstar Small-Cap ETF made up 1.13% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #22 holding.
- Moneta Group Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2015 and has held it in 36 quarters since.
- 2,479 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.