VAG
AGG icon

Vannoy Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vannoy Advisory Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Sell
17,382
-7
-0% -$693 0.97% 16
2026
Q1 		$1.73M Buy
17,389
+229
+1% +$22.9K 1.09% 16
2025
Q4 		$1.71M Buy
17,160
+254
+2% +$25.5K 1.09% 15
2025
Q3 		$1.69M Buy
16,906
+205
+1% +$20.3K 1.11% 15
2025
Q2 		$1.66M Buy
16,701
+163
+1% +$16K 1.15% 15
2025
Q1 		$1.64M Buy
16,538
+4,861
+42% +$475K 1.21% 15
2024
Q4 		$1.13M Buy
11,677
+297
+3% +$29.3K 0.84% 16
2024
Q3 		$1.15M Buy
11,380
+234
+2% +$23.3K 0.84% 16
2024
Q2 		$1.08M Buy
11,146
+2,049
+23% +$198K 0.84% 16
2024
Q1 		$891K Buy
9,097
+106
+1% +$10.4K 0.69% 18
2023
Q4 		$892K Buy
+8,991
New +$856K 0.73% 18

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vannoy Advisory Group's AGG Position: Q2 2026 in Review

Vannoy Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.04% in Q2 2026, selling an estimated $693 and leaving 17,382 shares worth $1.72M. The position accounts for 0.97% of the portfolio, ranked #16.

Vannoy Advisory Group first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2026. 1,048 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Vannoy Advisory Group held 17,382 shares of iShares Core US Aggregate Bond ETF worth $1.72M as of Q2 2026.
  • Vannoy Advisory Group sold 7 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $693.
  • iShares Core US Aggregate Bond ETF made up 0.97% of Vannoy Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Vannoy Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Vannoy Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $1.73M in Q1 2026.
  • 1,048 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vannoy Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.