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

Allen Mooney & Barnes Investment Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.32M Sell
53,583
-1,721
-3% -$133K 0.66% 46
2026
Q1 		$3.97M Buy
55,304
+476
+0.9% +$35.4K 0.57% 46
2025
Q4 		$3.98M Buy
54,828
+2,380
+5% +$173K 0.6% 43
2025
Q3 		$3.85M Sell
52,448
-220
-0.4% -$15.8K 0.6% 43
2025
Q2 		$3.68M Hold
52,668
– – 0.61% 42
2025
Q1 		$3.41M Buy
52,668
+228
+0.4% +$15.3K 0.55% 47
2024
Q4 		$3.46M Sell
52,440
-2,420
-4% -$164K 0.58% 44
2024
Q3 		$3.62M Sell
54,860
-428
-0.8% -$26.9K 0.62% 43
2024
Q2 		$3.35M Buy
55,288
+4,704
+9% +$286K 0.6% 42
2024
Q1 		$3.08M Buy
50,584
+28
+0.1% +$1.66K 0.59% 41
2023
Q4 		$2.94M Buy
50,556
+476
+1% +$25.4K 0.56% 43
2023
Q3 		$2.61M Buy
50,080
+32
+0.1% +$1.75K 0.56% 43
2023
Q2 		$2.75M Buy
50,048
+348
+0.7% +$18.2K 0.61% 41
2023
Q1 		$2.62M Sell
49,700
-7,804
-14% -$415K 0.63% 40
2022
Q4 		$2.93M Buy
57,504
+36
+0.1% +$1.83K 0.7% 41
2022
Q3 		$2.7M Buy
57,468
+76
+0.1% +$3.97K 0.72% 39
2022
Q2 		$2.83M Sell
57,392
-468
-0.8% -$25.3K 0.72% 40
2022
Q1 		$3.44M Buy
+57,860
New +$3.39M 0.76% 41

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Allen Mooney & Barnes Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.1% in Q2 2026, selling an estimated $133K and leaving 53,583 shares worth $4.32M. The position accounts for 0.66% of the portfolio, ranked #46.

Allen Mooney & Barnes Investment Advisors first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 1,330 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 53,583 shares of Vanguard Morningstar Mid-Cap ETF worth $4.32M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 1,721 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.66% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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