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MGIA
Moneta Group Investment Advisors’s
Vanguard S&P 500 Growth ETF
VOOG
Stock Holding History
Moneta Group Investment Advisors’s Portfolio
VOOG Stock Details
VOOG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.9M
Buy
255,786
+214,578
+521%
+$15.5M
0.02%
227
2025
Q4
$3.05M
Sell
41,208
-1,188
-3%
-$87.4K
0.02%
221
2025
Q3
$3.08M
Buy
42,396
+7,380
+21%
+$510K
0.02%
218
2025
Q2
$2.31M
Buy
35,016
+342
+1%
+$20.3K
0.03%
213
2025
Q1
$1.93M
Sell
34,674
-84
-0.2%
-$5.09K
0.03%
214
2024
Q4
$2.12M
Buy
34,758
+84
+0.2%
+$5.04K
0.03%
201
2024
Q3
$2M
Buy
34,674
+3,762
+12%
+$209K
0.03%
198
2024
Q2
$1.72M
Buy
30,912
+90
+0.3%
+$4.67K
0.03%
203
2024
Q1
$1.57M
Buy
30,822
+1,092
+4%
+$52.7K
0.03%
213
2023
Q4
$1.34M
Buy
29,730
+7,536
+34%
+$322K
0.03%
204
2023
Q3
$913K
Buy
22,194
+1,260
+6%
+$53.6K
0.02%
229
2023
Q2
$887K
Buy
+20,934
New
+$832K
0.02%
240
Other funds holding VOOG
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
TPCW
TD Private Client Wealth
New York
$4.82B AUM
15.21%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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