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Allen Mooney & Barnes Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.58M Sell
16,109
-803
-5% -$239K 0.68% 43
2026
Q2 		$5.13M Sell
16,912
-743
-4% -$213K 0.78% 42
2026
Q1 		$4.62M Buy
17,655
+76
+0.4% +$20.6K 0.67% 45
2025
Q4 		$4.53M Buy
17,579
+746
+4% +$191K 0.68% 42
2025
Q3 		$4.28M Sell
16,833
-73
-0.4% -$18.1K 0.67% 41
2025
Q2 		$4.01M Sell
16,906
-601
-3% -$134K 0.66% 41
2025
Q1 		$3.88M Hold
17,507
– – 0.63% 45
2024
Q4 		$4.21M Sell
17,507
-251
-1% -$61.8K 0.71% 40
2024
Q3 		$4.21M Sell
17,758
-473
-3% -$107K 0.72% 41
2024
Q2 		$3.98M Sell
18,231
-64
-0.3% -$14.1K 0.71% 41
2024
Q1 		$4.04M Sell
18,295
-421
-2% -$90.6K 0.78% 40
2023
Q4 		$3.99M Buy
18,716
+237
+1% +$45.7K 0.76% 39
2023
Q3 		$3.49M Sell
18,479
-162
-0.9% -$32.3K 0.74% 38
2023
Q2 		$3.71M Buy
18,641
+93
+0.5% +$17.6K 0.82% 38
2023
Q1 		$3.52M Sell
18,548
-2,183
-11% -$423K 0.84% 36
2022
Q4 		$3.81M Buy
20,731
+6
+0% +$1.11K 0.91% 36
2022
Q3 		$3.54M Sell
20,725
-437
-2% -$82.5K 0.95% 36
2022
Q2 		$3.73M Sell
21,162
-310
-1% -$59.9K 0.95% 37
2022
Q1 		$4.56M Buy
+21,472
New +$4.52M 1.01% 38

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's VB Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.7% in Q3 2026, selling an estimated $239K and leaving 16,109 shares worth $4.58M. The position accounts for 0.68% of the portfolio, ranked #43.

Allen Mooney & Barnes Investment Advisors first reported a position in VB in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.13M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 16,109 shares of Vanguard Morningstar Small-Cap ETF worth $4.58M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors sold 803 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $239K.
  • Vanguard Morningstar Small-Cap ETF made up 0.68% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #43 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $5.13M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.