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Allen Mooney & Barnes Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Sell
586
-157
-21% -$56.1K 0.03% 147
2026
Q1 		$238K Buy
743
+1
+0.1% +$336 0.03% 148
2025
Q4 		$249K Buy
+742
New +$247K 0.04% 140

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Allen Mooney & Barnes Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, selling an estimated $56.1K and leaving 586 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #147.

Allen Mooney & Barnes Investment Advisors first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 2,142 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 586 shares of Vanguard Morningstar Total Stock Market ETF worth $217K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 157 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $56.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $249K in Q4 2025.
  • 2,142 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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