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Vannoy Advisory Group, Inc.
Vannoy Advisory Group, Inc. is a fee-only, independently owned financial planning and investment management firm headquartered in Austin, Texas. The company is jointly owned by Neil Vannoy and Simone Vannoy, and serves individuals and families by providing comprehensive financial planning, retirement planning, and investment management services. The firm was founded in 2008 and employs a small, experienced staff catering to high-net-worth and mass affluent clients.
Investment Strategy
Vannoy Advisory Group, Inc. utilizes a fee-only approach and focuses on independent, client-first financial planning and investment management. The firm implements diversified portfolios tailored to each client’s risk tolerance, time horizon, and financial goals, emphasizing low-cost, tax-efficient strategies primarily using ETFs and mutual funds. The investment process is disciplined and research-driven, with an emphasis on long-term wealth accumulation and prudent risk management.
Latest 13F Filing Activity
Vannoy Advisory Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 29 equity positions with a total 13F market value of $153M. The fund increased holdings in Dimensional Etf Trust, Vanguard Mun BD FDS, Dimensional Etf Trust among other positions. Vannoy Advisory Group, Inc. reduced exposure to Ishares TR, Vanguard Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 29.57% | $45.2M | 1,173,167 | $29.40 | $38.57 | +$2.6M |
D DFIC | DIMENSIONAL ETF TRUST | 13.44% | $20.6M | 627,529 | $25.61 | $32.79 | +$657.5K |
B BND | VANGUARD BD INDEX FDS | 11.53% | $17.6M | 237,263 | $73.45 | $74.37 | +$650.3K |
D DFEM | DIMENSIONAL ETF TRUST | 6.90% | $10.6M | 329,363 | $25.08 | $32.07 | +$573.6K |
V VTI | VANGUARD INDEX FDS | 6.05% | $9.3M | 28,221 | $237.56 | $328.17 | +$650.0K |
Industry Allocation
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