Allen Mooney & Barnes Investment Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2001461
Thomasville, GA
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,624,197
+$89,694 QoQ
Shares Held
17,655
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,624,197 | 17,655 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,534,503 | 17,579 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,280,295 | 16,833 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,006,383 | 16,906 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,882,177 | 17,507 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,206,581 | 17,507 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,212,375 | 17,758 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,975,087 | 18,231 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,182,054 | 18,295 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,992,684 | 18,716 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,493,824 | 18,479 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $3,707,508 | 18,641 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $3,515,958 | 18,548 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $3,804,967 | 20,731 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $3,542,109 | 20,725 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $3,726,839 | 21,162 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $4,563,229 | 21,472 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||