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Moneta Group Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Moneta Group Investment Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409M Buy
1,369,690
+54,875
+4% +$17.2M 3.08% 7
2025
Q4 		$414M Buy
1,314,815
+10,487
+0.8% +$3.27M 3.13% 7
2025
Q3 		$402M Buy
1,304,328
+22,209
+2% +$6.58M 3.19% 7
2025
Q2 		$366M Buy
1,282,119
+183,713
+17% +$48.4M 4.36% 3
2025
Q1 		$282M Buy
1,098,406
+59,836
+6% +$16.2M 3.89% 5
2024
Q4 		$280M Sell
1,038,570
-1,254
-0.1% -$340K 3.92% 5
2024
Q3 		$274M Buy
1,039,824
+19,052
+2% +$4.83M 3.98% 5
2024
Q2 		$255M Sell
1,020,772
-2,719
-0.3% -$653K 4.07% 4
2024
Q1 		$245M Buy
1,023,491
+32,686
+3% +$7.48M 4% 4
2023
Q4 		$216M Buy
990,805
+16,160
+2% +$3.3M 4.27% 4
2023
Q3 		$191M Buy
974,645
+34,952
+4% +$7.12M 4.33% 4
2023
Q2 		$190M Buy
939,693
+36,397
+4% +$6.98M 4.22% 4
2023
Q1 		$169M Buy
903,296
+92,708
+11% +$16.9M 4.05% 4
2022
Q4 		$150M Buy
810,588
+98,213
+14% +$17.2M 4.12% 4
2022
Q3 		$117M Sell
712,375
-40,384
-5% -$7.34M 4.44% 3
2022
Q2 		$130M Buy
752,759
+356,395
+90% +$66.9M 4.43% 2
2022
Q1 		$82.6M Buy
396,364
+148,079
+60% +$30.4M 3.24% 3
2021
Q4 		$54.9M Buy
248,285
+1,893
+0.8% +$406K 2.23% 12
2021
Q3 		$49.5M Buy
246,392
+12,011
+5% +$2.48M 2.28% 11
2021
Q2 		$47.1M Buy
234,381
+19,637
+9% +$3.83M 2.17% 11
2021
Q1 		$39.8M Buy
214,744
+27,684
+15% +$5.02M 2.1% 14
2020
Q4 		$32.9M Buy
187,060
+11,715
+7% +$1.95M 2.36% 9
2020
Q3 		$27.4M Sell
175,345
-7,907
-4% -$1.22M 2.39% 9
2020
Q2 		$26.2M Sell
183,252
-13,995
-7% -$1.89M 2.49% 10
2020
Q1 		$23.4M Buy
197,247
+67,789
+52% +$9.52M 2.43% 11
2019
Q4 		$19.1M Buy
129,458
+20,458
+19% +$2.89M 1.61% 16
2019
Q3 		$14.9M Buy
109,000
+49,009
+82% +$6.65M 1.39% 19
2019
Q2 		$8.08M Buy
59,991
+34,744
+138% +$4.6M 0.8% 31
2019
Q1 		$3.28M Buy
25,247
+10,211
+68% +$1.28M 0.34% 54
2018
Q4 		$1.73M Sell
15,036
-7,358
-33% -$911K 0.21% 78
2018
Q3 		$2.99M Buy
22,394
+16,472
+278% +$2.16M 0.31% 60
2018
Q2 		$739K Buy
5,922
+3,858
+187% +$479K 0.08% 138
2018
Q1 		$250K Buy
2,064
+1,970
+2,096% +$247K 0.03% 179
2017
Q4 		$12K Buy
+94
New +$11.2K ﹤0.01% 334

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its Vanguard Large-Cap ETF (VV) stake by 4.2% in Q1 2026, buying an estimated $17.2M and bringing the position to 1,369,690 shares worth $409M. The position accounts for 3.08% of the portfolio, ranked #7.

Moneta Group Investment Advisors first reported a position in VV in Q4 2017 and has held it in 34 quarters since. The position peaked at $414M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Moneta Group Investment Advisors held 1,369,690 shares of Vanguard Large-Cap ETF worth $409M as of Q1 2026.
  • Moneta Group Investment Advisors bought 54,875 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $17.2M.
  • Vanguard Large-Cap ETF made up 3.08% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Moneta Group Investment Advisors's Vanguard Large-Cap ETF position peaked at $414M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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