Armis Advisers
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Armis Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Armis Advisers’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$622K Sell
2,159
-72
-3% -$21.4K 0.05% 238
2026
Q2 		$673K Sell
2,231
-71
-3% -$20.3K 0.06% 223
2026
Q1 		$658K Sell
2,302
-129
-5% -$34.9K 0.06% 206
2025
Q4 		$625K Buy
+2,431
New +$623K 0.07% 195
2025
Q3 		– Sell
-23,422
Closed -$5.56M – 497
2025
Q2 		$5.56M Buy
23,422
+5,120
+28% +$1.14M 0.44% 54
2025
Q1 		$4.06M Buy
18,302
+3,160
+21% +$755K 0.38% 65
2024
Q4 		$3.64M Buy
+15,142
New +$3.73M 0.45% 57

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Armis Advisers's VB Position: Q3 2026 in Review

Armis Advisers reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q3 2026, selling an estimated $21.4K and leaving 2,159 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #238.

Armis Advisers first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q2 2025. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Armis Advisers held 2,159 shares of Vanguard Morningstar Small-Cap ETF worth $622K as of Q3 2026.
  • Armis Advisers sold 72 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $21.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Armis Advisers's portfolio in Q3 2026, its #238 holding.
  • Armis Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Armis Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $5.56M in Q2 2025.
  • 645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.