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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
Q2 		$3.41M Sell
41,317
-214,469
-84% -$17M 0.03% 232
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moneta Group Investment Advisors's VOOG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 84% in Q2 2026, selling an estimated $17M and leaving 41,317 shares worth $3.41M. The position accounts for 0.03% of the portfolio, ranked #232.

Moneta Group Investment Advisors first reported a position in VOOG in Q2 2023 and has held it in 13 quarters since. 752 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Moneta Group Investment Advisors held 41,317 shares of Vanguard S&P 500 Growth ETF worth $3.41M as of Q2 2026.
  • Moneta Group Investment Advisors sold 214,469 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $17M.
  • Vanguard S&P 500 Growth ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #232 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 752 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.