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Moneta Group Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Moneta Group Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8B Sell
3,006,863
-29,820
-1% -$18.6M 13.52% 1
2025
Q4 		$1.9B Buy
3,036,683
+219,801
+8% +$137M 14.41% 1
2025
Q3 		$1.73B Buy
2,816,882
+2,379,395
+544% +$1.4B 13.71% 1
2025
Q2 		$249M Buy
437,487
+26,979
+7% +$14.2M 2.96% 8
2025
Q1 		$211M Buy
410,508
+15,307
+4% +$8.27M 2.91% 8
2024
Q4 		$213M Buy
395,201
+23,994
+6% +$13M 2.98% 7
2024
Q3 		$196M Buy
371,207
+9,673
+3% +$4.92M 2.84% 8
2024
Q2 		$181M Buy
361,534
+12,756
+4% +$6.14M 2.89% 8
2024
Q1 		$168M Sell
348,778
-36,362
-9% -$16.6M 2.73% 9
2023
Q4 		$168M Buy
385,140
+16,212
+4% +$6.64M 3.32% 8
2023
Q3 		$145M Buy
368,928
+16,137
+5% +$6.6M 3.29% 8
2023
Q2 		$144M Buy
352,791
+9,727
+3% +$3.75M 3.18% 7
2023
Q1 		$129M Buy
343,064
+216,525
+171% +$79.4M 3.1% 6
2022
Q4 		$47.3M Buy
126,539
+5,138
+4% +$1.82M 1.3% 19
2022
Q3 		$39.9M Sell
121,401
-3,876
-3% -$1.42M 1.52% 16
2022
Q2 		$43.5M Buy
125,277
+14,373
+13% +$5.41M 1.48% 16
2022
Q1 		$46M Buy
110,904
+4,905
+5% +$2.01M 1.81% 15
2021
Q4 		$46.3M Buy
105,999
+30,636
+41% +$12.9M 1.88% 15
2021
Q3 		$29.7M Buy
75,363
+18,222
+32% +$7.39M 1.37% 18
2021
Q2 		$22.5M Buy
57,141
+5,203
+10% +$2M 1.04% 26
2021
Q1 		$18.9M Buy
51,938
+36,299
+232% +$12.9M 1% 27
2020
Q4 		$5.38M Buy
15,639
+801
+5% +$261K 0.39% 60
2020
Q3 		$4.57M Sell
14,838
-1,166
-7% -$355K 0.4% 56
2020
Q2 		$4.54M Sell
16,004
-1,089
-6% -$293K 0.43% 55
2020
Q1 		$4.05M Buy
17,093
+8,533
+100% +$2.39M 0.42% 53
2019
Q4 		$2.53M Buy
8,560
+1,832
+27% +$518K 0.21% 72
2019
Q3 		$1.83M Buy
6,728
+720
+12% +$195K 0.17% 90
2019
Q2 		$1.62M Buy
6,008
+17
+0.3% +$4.5K 0.16% 87
2019
Q1 		$1.55M Sell
5,991
-471
-7% -$118K 0.16% 84
2018
Q4 		$1.49M Buy
6,462
+1,477
+30% +$366K 0.18% 86
2018
Q3 		$1.33M Sell
4,985
-603
-11% -$158K 0.14% 92
2018
Q2 		$1.39M Buy
5,588
+1,205
+27% +$299K 0.16% 85
2018
Q1 		$1.06M Sell
4,383
-510
-10% -$128K 0.14% 78
2017
Q4 		$1.2M Hold
4,893
– – 0.18% 64
2017
Q3 		$1.13M Buy
4,893
+659
+16% +$149K 0.18% 60
2017
Q2 		$940K Sell
4,234
-95
-2% -$20.9K 0.15% 84
2017
Q1 		$937K Buy
4,329
+320
+8% +$68.3K 0.19% 51
2016
Q4 		$823K Buy
4,009
+2,270
+131% +$456K 0.17% 60
2016
Q3 		$346K Buy
1,739
+340
+24% +$67.4K 0.08% 99
2016
Q2 		$269K Hold
1,399
– – 0.06% 137
2016
Q1 		$264K Buy
+1,399
New +$250K 0.06% 139
2015
Q4 		– Sell
-840
Closed -$148K – 408
2015
Q3 		$148K Buy
+840
New +$156K 0.04% 145
2014
Q3 		– Sell
-1,520
Closed -$273K – 140
2014
Q2 		$273K Buy
+1,520
New +$265K 0.15% 108
2014
Q1 		– Sell
-1,425
Closed -$241K – 127
2013
Q4 		$241K Hold
1,425
– – 0.15% 112
2013
Q3 		$219K Hold
1,425
– – 0.14% 106
2013
Q2 		$209K Buy
+1,425
New +$210K 0.15% 108

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Moneta Group Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.98% in Q1 2026, selling an estimated $18.6M and leaving 3,006,863 shares worth $1.8B. The position accounts for 13.52% of the portfolio, ranked #1.

Moneta Group Investment Advisors first reported a position in VOO in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.9B in Q4 2025. 3,833 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Moneta Group Investment Advisors held 3,006,863 shares of Vanguard S&P 500 ETF worth $1.8B as of Q1 2026.
  • Moneta Group Investment Advisors sold 29,820 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $18.6M.
  • Vanguard S&P 500 ETF made up 13.52% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 46 quarters since.
  • Moneta Group Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.9B in Q4 2025.
  • 3,833 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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