Armis Advisers
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Armis Advisers’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Armis Advisers’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$697K Sell
8,616
-173
-2% -$14.1K 0.06% 219
2026
Q2 		$711K Buy
8,789
+2,089
+31% +$162K 0.07% 210
2026
Q1 		$516K Sell
6,700
-48
-0.7% -$3.57K 0.05% 239
2025
Q4 		$481K Buy
6,748
+1,404
+26% +$102K 0.05% 237
2025
Q3 		$387K Buy
+5,344
New +$384K 0.04% 218

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Armis Advisers's VO Position: Q3 2026 in Review

Armis Advisers reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q3 2026, selling an estimated $14.1K and leaving 8,616 shares worth $697K. The position accounts for 0.06% of the portfolio, ranked #219.

Armis Advisers first reported a position in VO in Q3 2025 and has held it in 5 quarters since. The position peaked at $711K in Q2 2026. 1,488 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Armis Advisers held 8,616 shares of Vanguard Morningstar Mid-Cap ETF worth $697K as of Q3 2026.
  • Armis Advisers sold 173 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $14.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Armis Advisers's portfolio in Q3 2026, its #219 holding.
  • Armis Advisers first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Armis Advisers's Vanguard Morningstar Mid-Cap ETF position peaked at $711K in Q2 2026.
  • 1,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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