Moneta Group Investment Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Moneta Group Investment Advisors LLC reported 804 stock positions worth $13.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 14.4% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 7.3%) and Vanguard Ftse Developed ETF (VEA, 5.2%). Compared with Q3 2025, it opened 64 new positions, sold out of 50, added to 338 and reduced 348. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +8%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0001120927
- Portfolio Value
- $13.2B (Q4 2025)
- SEC Filing
- 0001120927-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 804 stocks · $13.2B
| VOO Vanguard S&P 500 ETF | 14.41% | 3,036,683 | $1.9B | Add +7.8% |
| SCHX Schwab US Large-Cap ETF | 7.30% | 35,831,024 | $964.2M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 5.23% | 11,055,006 | $690.6M | Add +1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.18% | 2,357,405 | $684.2M | Add +6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.06% | 1,370,951 | $668.8M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.74% | 3,277,770 | $626.0M | Add +1.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.13% | 1,314,815 | $413.9M | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 2.88% | 5,666,498 | $380.9M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 2.80% | 540,665 | $370.3M | Add +0.5% |
| SCHM Schwab US Mid Cap ETF | 2.43% | 10,669,428 | $320.8M | Add +6.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.71% | 2,525,201 | $225.9M | Add +7.5% |
| AAPL Apple Inc. | 1.44% | 701,224 | $190.6M | Reduce -7.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.42% | 672,555 | $187.7M | Add +8.3% |
| SCHG Schwab US Large-Cap Growth | 1.41% | 5,729,958 | $186.9M | Reduce -2.4% |
| ADM Archer-Daniels-Midland Co. | 1.41% | 3,237,596 | $186.1M | Reduce -0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.37% | 1,022,955 | $181.4M | Add +15.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.34% | 527,290 | $176.8M | Reduce -8.0% |
| IJR iShares Core S&P Small-Cap E | 1.34% | 1,470,990 | $176.8M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 1.18% | 1,269,877 | $156.5M | Reduce -1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.16% | 506,845 | $153.1M | Add +0.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.08% | 1,554,738 | $142.1M | Add +53.6% |
| SCHV Schwab US Large-Cap Value | 1.06% | 4,721,385 | $139.8M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.99% | 506,835 | $130.7M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.92% | 255,913 | $121.1M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 175,049 | $119.4M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 0.86% | 1,722,738 | $113.7M | Add +0.9% |
| SCHF Schwab Intl Equity ETF | 0.83% | 4,563,437 | $109.7M | Add +3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.75% | 468,700 | $99.3M | Add +4.3% |
| MSFT Microsoft Corp. | 0.70% | 190,523 | $92.1M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 0.58% | 363,813 | $77.2M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 151,710 | $76.3M | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 0.52% | 329,410 | $69.3M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.47% | 332,946 | $62.1M | Reduce -0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.47% | 1,893,189 | $62.0M | Add +2.7% |
| IGF iShares Global Infrastructur | 0.46% | 998,145 | $61.2M | Add +2.2% |
| AMID Argent Mid Cap ETF | 0.46% | 1,809,956 | $60.7M | Add +2.9% |
| IWM iShares Russell 2000 ETF | 0.43% | 229,293 | $56.4M | Reduce -1.2% |
| SCHA Schwab US Small-Cap ETF | 0.42% | 1,955,282 | $55.7M | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 0.42% | 729,541 | $55.0M | Add +0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 746,676 | $54.9M | Reduce -0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.41% | 478,795 | $54.5M | Add +6.9% |
| LRCX Lam Research Corp. | 0.39% | 297,355 | $50.9M | Reduce -5.4% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 327,388 | $47.0M | Add +8.7% |
| GOOGL Alphabet Inc. Class A | 0.35% | 147,659 | $46.2M | Reduce -3.8% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 803,244 | $43.2M | Add +4.3% |
| DFAU Dimensional US Core Equity M | 0.32% | 909,360 | $42.6M | Add +1.1% |
| AMZN Amazon.com Inc. | 0.32% | 181,075 | $41.8M | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 284,161 | $39.5M | Add +4.1% |
| VNQ Vanguard Real Estate ETF | 0.29% | 436,406 | $38.6M | Reduce -1.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 49 | $37.0M | No change |
| EFA iShares MSCI Eafe ETF | 0.27% | 375,515 | $36.1M | Add +0.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 446,904 | $34.6M | Reduce -4.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 428,624 | $34.4M | Reduce -4.6% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 243,599 | $33.4M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.24% | 102,702 | $32.2M | Reduce -2.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.24% | 227,365 | $32.1M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 50,082 | $30.8M | Add +31.4% |
| ABIG Argent Large Cap ETF | 0.23% | 957,663 | $30.7M | Add +23.5% |
| IWB iShares Russell 1000 ETF | 0.22% | 77,364 | $28.9M | Add +0.0% |
| IWO iShares Russell 2000 Growth | 0.20% | 82,685 | $26.7M | Reduce -2.1% |
| IWS iShares Russell Mid-Cap Valu | 0.19% | 178,244 | $25.1M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 74,317 | $23.9M | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 838,743 | $23.0M | Add +24.4% |
| ET Energy Transfer LP | 0.17% | 1,343,639 | $22.2M | Reduce -1.4% |
| SCHH Schwab US REIT ETF | 0.17% | 1,059,654 | $22.1M | Reduce -1.0% |
| VT Vanguard Tot World STK ETF | 0.17% | 155,301 | $21.9M | Reduce -1.4% |
| SPAB SS SPDR P Agg Bond ETF | 0.16% | 825,178 | $21.2M | Add +0.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.16% | 190,079 | $21.1M | Add +16.4% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.16% | 172,656 | $20.8M | Add +15.4% |
| DFAE Dimensional Emerging Core Eq | 0.16% | 629,761 | $20.5M | Add +0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 191,404 | $20.4M | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.15% | 166,782 | $20.1M | Reduce -4.6% |
| DFIC Dimensional International Co. | 0.15% | 579,045 | $20.0M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.15% | 29,425 | $19.4M | Add +11.6% |
| EMR Emerson Electric Co. | 0.14% | 144,353 | $19.2M | Add +3.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 165,267 | $18.8M | Reduce -0.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.14% | 781,082 | $18.3M | Add +11.1% |
| DFIV Dimensional International Va | 0.14% | 357,314 | $17.8M | Add +1.3% |
| AVGO Broadcom Inc. | 0.13% | 50,269 | $17.4M | Add +3.1% |
| TSLA Tesla Inc. | 0.13% | 38,234 | $17.2M | Reduce -5.9% |
| IBIT iShares Bitcoin Trust ETF | 0.13% | 336,947 | $16.7M | Add +23.7% |
| WMT Walmart Inc. | 0.12% | 144,351 | $16.1M | Reduce -8.5% |
| LLY Eli Lilly & Co. | 0.12% | 14,867 | $16.0M | Add +2.6% |
| PG The Procter & Gamble Co. | 0.12% | 108,487 | $15.5M | Reduce -1.7% |
| DFAC Dimensional US Core Equity 2 | 0.11% | 378,452 | $15.0M | Add +5.3% |
| PULS Pgim Ultra Short Bond ETF | 0.11% | 298,056 | $14.8M | Add +1269.2% |
| DVY iShares Select Dividend ETF | 0.11% | 104,656 | $14.8M | Add +16.9% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 67,000 | $14.7M | Add +10.3% |
| AEE Ameren Corporation | 0.11% | 146,163 | $14.6M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 0.11% | 145,479 | $14.5M | Add +16.2% |
| ORLY O'reilly Automotive Inc. | 0.11% | 158,877 | $14.5M | Reduce -7.6% |
| EFV iShares MSCI Eafe Value ETF | 0.11% | 198,345 | $14.2M | Add +11.7% |
| V Visa Inc. Class A | 0.10% | 39,528 | $13.9M | Add +0.9% |
| JNJ Johnson & Johnson | 0.10% | 66,667 | $13.8M | Reduce -1.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 104,605 | $13.8M | Add +4.0% |
| ALIL Argent Focused Small Cap ETF | 0.10% | 469,940 | $13.6M | Add +25.9% |
| DFGP Dimensional GLBL Core PL Fix | 0.10% | 248,717 | $13.4M | Add +10.1% |
| IWN iShares Russell 2000 Value E | 0.10% | 72,317 | $13.1M | Reduce -2.8% |
| EEM iShares MSCI Emerging Market | 0.10% | 236,643 | $12.9M | Reduce -0.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 129,698 | $12.6M | Add +2.6% |
Options reported separately and not counted above: IREN calls ($509K), IBIT calls ($319K), CIFR calls ($15K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $35K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PENNYMAC CORP (PMT 5.5 03/15/26) | NOTE 5.500% 3/1 · principal | 2,008 | $25K | Add +706.4% |
| TWO HARBORS INV CORP (TWO 6.25 01/15/26) | NOTE 6.250% 1/1 · principal | 100 | $10K | Reduce -90.0% |
Total filed on the 13F, all lines: $13.2B.
Portfolio Sells Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 5.06% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.0% | 1.34% | −0.16 |
| ADM Archer-Daniels-Midland Co. | Reduce -0.4% | 1.41% | −0.13 |
| AAPL Apple Inc. | Reduce -7.8% | 1.44% | −0.10 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.4% | 1.41% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -2.7% | 0.92% | −0.06 |
| BRBR Bellring Brands Inc. | Reduce -71.7% | 0.01% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 1.34% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.8% | 1.18% | −0.06 |
| ORLY O'reilly Automotive Inc. | Reduce -7.6% | 0.11% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -0.3% | 1.06% | −0.04 |
| ORCL Oracle Corp. | Reduce -3.6% | 0.06% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.58% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -1.3% | 0.29% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -66.4% | 0.01% | −0.03 |
| NVDA Nvidia Corp. | Reduce -0.7% | 0.47% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.6% | 0.26% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -1.6% | 0.58% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -17.4% | 0.08% | −0.02 |
| CNC Centene Corp. | Reduce -48.0% | 0.03% | −0.02 |
| EFX Equifax Inc. | Reduce -2.5% | 0.07% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.6% | 0.26% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.2% | 0.43% | −0.02 |
| ET Energy Transfer LP | Reduce -1.4% | 0.17% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.12% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -1.0% | 0.17% | −0.02 |
| HD Home Depot Inc. | Reduce -1.4% | 0.06% | −0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -40.7% | 0.01% | −0.01 |
| TSLA Tesla Inc. | Reduce -5.9% | 0.13% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.1% | 0.24% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -2.1% | 0.20% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 0.42% | −0.01 |
| VVX V2X Inc. | Reduce -45.8% | 0.01% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.08% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.52% | −0.01 |
| ABT Abbott Laboratories | Reduce -7.5% | 0.04% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.1% | 0.06% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -32.8% | 0.01% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.6% | 0.19% | −0.01 |
| K Kellanova | Sold out | 0.00% | −0.01 |
| ESE Esco Technologies Inc. | Reduce -10.0% | 0.03% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.4% | 0.15% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.1% | 0.42% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -3.8% | 0.05% | −0.01 |
| WMT Walmart Inc. | Reduce -8.5% | 0.12% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -5.5% | 0.08% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -1.4% | 0.17% | −0.01 |
| BX Blackstone Inc. | Reduce -16.0% | 0.02% | −0.01 |
| FISV Fiserv Inc. | Reduce -40.4% | 0.00% | −0.01 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Add +7.8% | 14.41% | +0.71 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +53.6% | 1.08% | +0.34 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +15.4% | 1.37% | +0.14 |
| PULS Pgim Ultra Short Bond ETF | Add +1269.2% | 0.11% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.5% | 1.71% | +0.08 |
| SCHM Schwab US Mid Cap ETF | Add +6.5% | 2.43% | +0.07 |
| AKRE Akre Focus ETF | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +31.4% | 0.23% | +0.05 |
| TMLP Tortoise MLP ETF | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 5.23% | +0.04 |
| ABIG Argent Large Cap ETF | Add +23.5% | 0.23% | +0.04 |
| LLY Eli Lilly & Co. | Add +2.6% | 0.12% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +24.4% | 0.17% | +0.03 |
| ITA iShares U.S. Aerospace & Def | New | 0.03% | +0.03 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +45.2% | 0.09% | +0.02 |
| QLTY GMO U.S. Quality ETF | Add +187.4% | 0.04% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +3.0% | 7.30% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +8.7% | 0.36% | +0.02 |
| ALIL Argent Focused Small Cap ETF | Add +25.9% | 0.10% | +0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +16.4% | 0.16% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +3.6% | 0.83% | +0.02 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Add +15.4% | 0.16% | +0.01 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.01% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +11.7% | 0.11% | +0.01 |
| GLD SPDR Gold Shares | Add +36.1% | 0.04% | +0.01 |
| DVY iShares Select Dividend ETF | Add +16.9% | 0.11% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +16.2% | 0.11% | +0.01 |
| IDV iShares International Select | Add +199.4% | 0.01% | +0.01 |
| PM Philip Morris International | Add +67.1% | 0.03% | +0.01 |
| QLTI GMO International QLTY ETF | New | 0.01% | +0.01 |
| DES Wisdomtree US Smallcap Divid | New | 0.01% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +6.9% | 0.41% | +0.01 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.01% | +0.01 |
| CINF Cincinnati Financial Corp. | New | 0.01% | +0.01 |
| PWV Invesco Large Cap Value ETF | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +10.3% | 0.11% | +0.01 |
| AMGN Amgen Inc. | Add +11.3% | 0.04% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | New | 0.01% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +11.1% | 0.14% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.3% | 0.75% | +0.01 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.01% | +0.01 |
| SLV iShares Silver Trust | Add +82.8% | 0.01% | +0.01 |
| DFIV Dimensional International Va | Add +1.3% | 0.14% | +0.01 |
| DHR Danaher Corp. | Add +1.3% | 0.05% | +0.01 |
| TG Tredegar Corp. | Add +390.8% | 0.01% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.8% | 0.04% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +17.6% | 0.04% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +22.1% | 0.03% | +0.00 |
| DFIC Dimensional International Co. | Add +3.0% | 0.15% | +0.00 |
Options Activity Q3 2025 → Q4 2025
| IREN Iren Ltd. | call | Reduce -34.4% | 13,480 | $509K |
| IBIT iShares Bitcoin Trust ETF | call | New | 6,418 | $319K |
| CIFR Cipher Digital Inc. | call | New | 1,048 | $15K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| PENNYMAC CORP (PMT 5.5 03/15/26) | NOTE 5.500% 3/1 · principal | Add +706.4% | 2,008 | $25K |
| TWO HARBORS INV CORP (TWO 6.25 01/15/26) | NOTE 6.250% 1/1 · principal | Reduce -90.0% | 100 | $10K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 873 | $13.5B | SCHX, VO, VEA, VTV, VUG |
| Q1 2026 | 800 | $13.3B | VOO, SCHX, VO, VEA, VTV |
| Q4 2025 | 804 | $13.2B | VOO, SCHX, VEA, VO, VUG |
| Q3 2025 | 789 | $12.6B | VOO, SCHX, VUG, VEA, VO |
| Q2 2025 | 704 | $8.4B | SCHX, VUG, VV, IEMG, IVV |
| Q1 2025 | 666 | $7.3B | SCHX, IEMG, VTV, VUG, VV |
| Q4 2024 | 662 | $7.1B | SCHX, VUG, IEMG, VTV, VV |
| Q3 2024 | 645 | $6.9B | SCHX, IEMG, VUG, VTV, VV |
| Q2 2024 | 607 | $6.3B | SCHX, IEMG, VUG, VV, VTV |
| Q1 2024 | 605 | $6.1B | SCHX, IEMG, VUG, VV, VTV |