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Allen Mooney & Barnes Investment Advisors’s Vanguard 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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's VB Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 4.2% in Q2 2026, selling an estimated $213K and leaving 16,912 shares worth $5.13M. The position accounts for 0.78% of the portfolio, ranked #42.

Allen Mooney & Barnes Investment Advisors first reported a position in VB in Q1 2022 and has held it in 18 quarters since. 1,085 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 16,912 shares of Vanguard Small-Cap ETF worth $5.13M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 743 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $213K.
  • Vanguard Small-Cap ETF made up 0.78% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.