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Allen Mooney & Barnes Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$420K Buy
3,954
+16
+0.4% +$1.64K 0.06% 114
2026
Q1 		$369K Buy
3,938
+17
+0.4% +$1.63K 0.05% 117
2025
Q4 		$362K Buy
3,921
+21
+0.5% +$1.91K 0.05% 119
2025
Q3 		$349K Buy
3,900
+17
+0.4% +$1.49K 0.05% 120
2025
Q2 		$331K Buy
3,883
+19
+0.5% +$1.54K 0.05% 125
2025
Q1 		$319K Buy
3,864
+18
+0.5% +$1.5K 0.05% 122
2024
Q4 		$313K Sell
3,846
-2,360
-38% -$199K 0.05% 126
2024
Q3 		$517K Buy
6,206
+64
+1% +$5.12K 0.09% 97
2024
Q2 		$470K Hold
6,142
– – 0.08% 103
2024
Q1 		$471K Buy
6,142
+26
+0.4% +$1.93K 0.09% 107
2023
Q4 		$444K Buy
6,116
+39
+0.6% +$2.64K 0.08% 105
2023
Q3 		$405K Buy
6,077
+35
+0.6% +$2.43K 0.09% 101
2023
Q2 		$418K Buy
6,042
+31
+0.5% +$2.08K 0.09% 98
2023
Q1 		$402K Buy
6,011
+29
+0.5% +$1.97K 0.1% 95
2022
Q4 		$398K Sell
5,982
-417
-7% -$27.4K 0.1% 95
2022
Q3 		$382K Buy
6,399
+37
+0.6% +$2.44K 0.1% 96
2022
Q2 		$404K Buy
+6,362
New +$437K 0.1% 97

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Allen Mooney & Barnes Investment Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.41% in Q2 2026, buying an estimated $1.64K and bringing the position to 3,954 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #114.

Allen Mooney & Barnes Investment Advisors first reported a position in VONV in Q2 2022 and has held it in 17 quarters since. The position peaked at $517K in Q3 2024. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,954 shares of Vanguard Russell 1000 Value ETF worth $420K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 16 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $1.64K.
  • Vanguard Russell 1000 Value ETF made up 0.06% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Vanguard Russell 1000 Value ETF position peaked at $517K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

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