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Allen Mooney & Barnes Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.57M Buy
8,105
+187
+2% +$125K 0.85% 41
2026
Q1 		$4.73M Buy
7,918
+37
+0.5% +$23.1K 0.68% 44
2025
Q4 		$4.94M Buy
7,881
+520
+7% +$323K 0.74% 40
2025
Q3 		$4.51M Sell
7,361
-10
-0.1% -$5.89K 0.7% 40
2025
Q2 		$4.19M Sell
7,371
-386
-5% -$203K 0.69% 39
2025
Q1 		$3.99M Buy
7,757
+1,575
+25% +$851K 0.65% 44
2024
Q4 		$3.33M Sell
6,182
-178
-3% -$96.4K 0.56% 45
2024
Q3 		$3.36M Sell
6,360
-12
-0.2% -$6.1K 0.57% 44
2024
Q2 		$3.19M Sell
6,372
-50
-0.8% -$24.1K 0.57% 43
2024
Q1 		$3.06M Buy
6,422
+96
+2% +$43.9K 0.59% 42
2023
Q4 		$2.76M Sell
6,326
-169
-3% -$69.2K 0.53% 44
2023
Q3 		$2.55M Buy
6,495
+37
+0.6% +$15.1K 0.54% 44
2023
Q2 		$2.63M Buy
6,458
+27
+0.4% +$10.4K 0.58% 42
2023
Q1 		$2.42M Sell
6,431
-89
-1% -$32.6K 0.58% 44
2022
Q4 		$2.29M Sell
6,520
-37
-0.6% -$13.1K 0.55% 48
2022
Q3 		$2.15M Buy
6,557
+10
+0.2% +$3.65K 0.58% 47
2022
Q2 		$2.27M Buy
6,547
+29
+0.4% +$10.9K 0.58% 49
2022
Q1 		$2.71M Buy
+6,518
New +$2.67M 0.6% 48

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Allen Mooney & Barnes Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $125K and bringing the position to 8,105 shares worth $5.57M. The position accounts for 0.85% of the portfolio, ranked #41.

Allen Mooney & Barnes Investment Advisors first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 8,105 shares of Vanguard S&P 500 ETF worth $5.57M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 187 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $125K.
  • Vanguard S&P 500 ETF made up 0.85% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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