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Moneta Group Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Moneta Group Investment Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.7M Buy
258,983
+68,904
+36% +$8.08M 0.22% 59
2025
Q4 		$21.1M Buy
190,079
+26,750
+16% +$2.98M 0.16% 68
2025
Q3 		$18M Buy
163,329
+5,112
+3% +$545K 0.14% 77
2025
Q2 		$16M Buy
158,217
+67,444
+74% +$6.44M 0.19% 68
2025
Q1 		$8.76M Sell
90,773
-404
-0.4% -$42K 0.12% 100
2024
Q4 		$9.67M Buy
91,177
+1,793
+2% +$198K 0.14% 97
2024
Q3 		$9.67M Buy
89,384
+23
+0% +$2.4K 0.14% 92
2024
Q2 		$8.78M Hold
89,361
– – 0.14% 92
2024
Q1 		$9.07M Buy
89,361
+718
+0.8% +$69.8K 0.15% 89
2023
Q4 		$8.79M Buy
88,643
+71,183
+408% +$6.35M 0.17% 75
2023
Q3 		$1.53M Hold
17,460
– – 0.03% 188
2023
Q2 		$1.6M Hold
17,460
– – 0.04% 186
2023
Q1 		$1.55M Buy
17,460
+1,992
+13% +$182K 0.04% 186
2022
Q4 		$1.47M Sell
15,468
-1,130
-7% -$100K 0.04% 174
2022
Q3 		$1.34M Sell
16,598
-1,552
-9% -$139K 0.05% 165
2022
Q2 		$1.54M Buy
18,150
+1,496
+9% +$137K 0.05% 163
2022
Q1 		$1.65M Buy
16,654
+102
+0.6% +$10.1K 0.06% 153
2021
Q4 		$1.74M Sell
16,552
-2
-0% -$210 0.07% 145
2021
Q3 		$1.67M Buy
16,554
+154
+0.9% +$15.6K 0.08% 140
2021
Q2 		$1.7M Hold
16,400
– – 0.08% 149
2021
Q1 		$1.63M Buy
16,400
+306
+2% +$29.3K 0.09% 139
2020
Q4 		$1.35M Buy
16,094
+2
+0% +$151 0.1% 127
2020
Q3 		$1.04M Sell
16,092
-4
-0% -$263 0.09% 119
2020
Q2 		$1.01M Sell
16,096
-124,556
-89% -$7.18M 0.1% 112
2020
Q1 		$7.21M Buy
+140,652
New +$9.52M 0.75% 38

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneta Group Investment Advisors's VIOO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 36% in Q1 2026, buying an estimated $8.08M and bringing the position to 258,983 shares worth $29.7M. The position accounts for 0.22% of the portfolio, ranked #59.

Moneta Group Investment Advisors first reported a position in VIOO in Q1 2020 and has held it in 25 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Moneta Group Investment Advisors held 258,983 shares of Vanguard S&P Small-Cap 600 ETF worth $29.7M as of Q1 2026.
  • Moneta Group Investment Advisors bought 68,904 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $8.08M.
  • Vanguard S&P Small-Cap 600 ETF made up 0.22% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2020 and has held it in 25 quarters since.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.