MONETA GROUP INVESTMENT ADVISORS LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1120927
ST LOUIS, MO
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$133,531,268
+$2,793,180 QoQ
Shares Held
509,817
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,531,268 | 509,817 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $130,738,088 | 506,835 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $125,953,020 | 495,332 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $113,218,616 | 477,756 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $103,404,686 | 466,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $121,409,158 | 505,282 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $118,589,581 | 499,935 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $105,145,211 | 482,229 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $107,197,966 | 468,953 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $86,041,748 | 403,327 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $69,853,424 | 369,458 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $67,982,193 | 341,808 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $58,825,396 | 310,326 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,482,323 | 166,080 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $25,706,060 | 150,407 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,565,008 | 145,165 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,635,080 | 106,508 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $22,869,047 | 101,186 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,315,076 | 97,476 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,069,969 | 89,089 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,578,965 | 82,114 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,760,989 | 45,002 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,422,995 | 41,762 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,784,063 | 39,693 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,549,028 | 39,406 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||