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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Armis Advisers's VB Position: Q2 2026 in Review

Armis Advisers reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q2 2026, selling an estimated $20.3K and leaving 2,231 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #223.

Armis Advisers first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.56M in Q2 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Armis Advisers held 2,231 shares of Vanguard Morningstar Small-Cap ETF worth $673K as of Q2 2026.
Armis Advisers sold 71 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.3K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Armis Advisers's portfolio in Q2 2026, its #223 holding.
Armis Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $5.56M in Q2 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.