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Allen Mooney & Barnes Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$568K Sell
6,596
-904
-12% -$76.1K 0.09% 90
2026
Q1 		$546K Buy
7,500
+714
+11% +$55.5K 0.08% 100
2025
Q4 		$552K Buy
6,786
+222
+3% +$18K 0.08% 97
2025
Q3 		$525K Hold
6,564
– – 0.08% 100
2025
Q2 		$480K Sell
6,564
-78
-1% -$5.13K 0.08% 107
2025
Q1 		$410K Buy
6,642
+84
+1% +$5.66K 0.07% 109
2024
Q4 		$449K Buy
6,558
+1,176
+22% +$79K 0.08% 108
2024
Q3 		$344K Sell
5,382
-5,934
-52% -$368K 0.06% 117
2024
Q2 		$705K Sell
11,316
-96
-0.8% -$5.6K 0.13% 84
2024
Q1 		$658K Buy
11,412
+1,164
+11% +$64K 0.13% 86
2023
Q4 		$531K Sell
10,248
-234
-2% -$11.3K 0.1% 95
2023
Q3 		$476K Buy
10,482
+6
+0.1% +$283 0.1% 92
2023
Q2 		$494K Sell
10,476
-174
-2% -$7.55K 0.11% 88
2023
Q1 		$443K Sell
10,650
-240
-2% -$9.33K 0.11% 90
2022
Q4 		$387K Buy
10,890
+6
+0.1% +$221 0.09% 97
2022
Q3 		$388K Buy
10,884
+6
+0.1% +$241 0.1% 94
2022
Q2 		$404K Buy
10,878
+2,472
+29% +$102K 0.1% 98
2022
Q1 		$403K Buy
+8,406
New +$398K 0.09% 112

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Allen Mooney & Barnes Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, selling an estimated $76.1K and leaving 6,596 shares worth $568K. The position accounts for 0.09% of the portfolio, ranked #90.

Allen Mooney & Barnes Investment Advisors first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $705K in Q2 2024. 1,437 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 6,596 shares of Vanguard Morningstar Growth ETF worth $568K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 904 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $76.1K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $705K in Q2 2024.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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