Armbruster Capital Management
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Armbruster Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Armbruster Capital Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.1M Sell
28,728
-1,100
-4% -$385K 1.52% 17
2026
Q2 		$10.3M Sell
29,828
-100
-0.3% -$33.4K 1.53% 18
2026
Q1 		$8.94M Buy
29,928
+3,736
+14% +$1.17M 1.47% 18
2025
Q4 		$8.25M Sell
26,192
-169
-0.6% -$52.8K 1.38% 18
2025
Q3 		$8.12M Buy
26,361
+34
+0.1% +$10.1K 1.38% 18
2025
Q2 		$7.51M Hold
26,327
– – 1.36% 19
2025
Q1 		$6.77M Buy
26,327
+300
+1% +$81.3K 1.35% 19
2024
Q4 		$7.02M Buy
26,027
+12
+0% +$3.25K 1.43% 20
2024
Q3 		$6.85M Hold
26,015
– – 1.36% 20
2024
Q2 		$6.49M Hold
26,015
– – 1.35% 20
2024
Q1 		$6.24M Hold
26,015
– – 1.33% 21
2023
Q4 		$5.68M Buy
26,015
+114
+0.4% +$23.3K 1.29% 22
2023
Q3 		$5.07M Sell
25,901
-1,200
-4% -$244K 1.28% 21
2023
Q2 		$5.49M Hold
27,101
– – 1.35% 21
2023
Q1 		$5.06M Sell
27,101
-110
-0.4% -$20K 1.29% 21
2022
Q4 		$4.74M Sell
27,211
-879
-3% -$154K 1.23% 21
2022
Q3 		$4.59M Sell
28,090
-27,950
-50% -$5.08M 1.31% 20
2022
Q2 		$9.7M Buy
56,040
+27,850
+99% +$5.23M 2.61% 12
2022
Q1 		$5.88M Hold
28,190
– – 1.41% 20
2021
Q4 		$6.23M Sell
28,190
-415
-1% -$89K 1.43% 21
2021
Q3 		$5.75M Sell
28,605
-3,038
-10% -$628K 1.64% 18
2021
Q2 		$6.35M Buy
31,643
+3,038
+11% +$593K 1.79% 17
2021
Q1 		$5.3M Hold
28,605
– – 1.57% 20
2020
Q4 		$5.03M Buy
28,605
+2,035
+8% +$338K 1.69% 19
2020
Q3 		$4.16M Hold
26,570
– – 1.6% 20
2020
Q2 		$3.8M Hold
26,570
– – 1.52% 20
2020
Q1 		$3.15M Sell
26,570
-12,685
-32% -$1.78M 1.48% 23
2019
Q4 		$5.8M Hold
39,255
– – 2.22% 13
2019
Q3 		$5.35M Sell
39,255
-50
-0.1% -$6.79K 2.22% 13
2019
Q2 		$5.3M Sell
39,305
-380
-1% -$50.3K 2.22% 14
2019
Q1 		$5.15M Sell
39,685
-390
-1% -$48.8K 2.23% 14
2018
Q4 		$4.6M Buy
40,075
+14,750
+58% +$1.83M 2.28% 14
2018
Q3 		$3.38M Sell
25,325
-200
-0.8% -$26.2K 1.48% 15
2018
Q2 		$3.18M Sell
25,525
-800
-3% -$99.4K 1.5% 14
2018
Q1 		$3.19M Buy
26,325
+750
+3% +$94.2K 1.49% 14
2017
Q4 		$3.14M Hold
25,575
– – 1.43% 13
2017
Q3 		$2.95M Sell
25,575
-900
-3% -$102K 1.51% 12
2017
Q2 		$2.94M Buy
26,475
+3,350
+14% +$368K 1.59% 12
2017
Q1 		$2.5M Sell
23,125
-400
-2% -$42.6K 1.4% 14
2016
Q4 		$2.41M Hold
23,525
– – 1.41% 14
2016
Q3 		$2.33M Hold
23,525
– – 1.44% 13
2016
Q2 		$2.26M Hold
23,525
– – 1.46% 13
2016
Q1 		$2.21M Sell
23,525
-950
-4% -$84.7K 1.51% 12
2015
Q4 		$2.29M Buy
+24,475
New +$2.3M 2.04% 8

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armbruster Capital Management's VV Position: Q3 2026 in Review

Armbruster Capital Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.7% in Q3 2026, selling an estimated $385K and leaving 28,728 shares worth $10.1M. The position accounts for 1.52% of the portfolio, ranked #17.

Armbruster Capital Management first reported a position in VV in Q4 2015 and has held it in 44 quarters since. The position peaked at $10.3M in Q2 2026. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Armbruster Capital Management held 28,728 shares of Vanguard Morningstar Large-Cap ETF worth $10.1M as of Q3 2026.
  • Armbruster Capital Management sold 1,100 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $385K.
  • Vanguard Morningstar Large-Cap ETF made up 1.52% of Armbruster Capital Management's portfolio in Q3 2026, its #17 holding.
  • Armbruster Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and has held it in 44 quarters since.
  • Armbruster Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $10.3M in Q2 2026.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.