Armor Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Armor Investment Advisors’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
2025 Q4	–	Sell	-400	Closed	-$102K	–	155
2025 Q3	$102K	Sell	400 -56	-12%	-$13.9K	0.03%	110
2025 Q2	$108K	Hold	456	–	–	0.04%	106
2025 Q1	$101K	Hold	456	–	–	0.04%	107
2024 Q4	$110K	Hold	456	–	–	0.05%	105
2024 Q3	$108K	Hold	456	–	–	0.04%	110
2024 Q2	$99.4K	Hold	456	–	–	0.05%	106
2024 Q1	$104K	Hold	456	–	–	0.05%	113
2023 Q4	$97.3K	Hold	456	–	–	0.05%	116
2023 Q3	$86.2K	Buy	456 +400	+714%	+$79.7K	0.05%	116
2023 Q2	$11.1K	Sell	56 -283	-83%	-$53.5K	0.01%	143
2023 Q1	$64.3K	Buy	339 +4	+1%	+$776	0.04%	130
2022 Q4	$61.5K	Hold	335	–	–	0.04%	130
2022 Q3	$57K	Hold	335	–	–	0.04%	130
2022 Q2	$59K	Hold	335	–	–	0.04%	126
2022 Q1	$71K	Hold	335	–	–	0.04%	128
2021 Q4	$76K	Sell	335 -400	-54%	-$90.9K	0.04%	123
2021 Q3	$161K	Buy	735 +100	+16%	+$22.2K	0.1%	121
2021 Q2	$143K	Hold	635	–	–	0.09%	125
2021 Q1	$136K	Buy	635 +300	+90%	+$63.2K	0.09%	121
2020 Q4	$65K	Buy	+335	New	+$59.1K	0.05%	122
2020 Q2	–	Sell	-335	Closed	-$39K	–	142
2020 Q1	$39K	Hold	335	–	–	0.04%	108
2019 Q4	$55K	Buy	+335	New	+$53.4K	0.04%	124
2019 Q2	–	Sell	-335	Closed	-$51K	–	155
2019 Q1	$51K	Buy	+335	New	+$49.8K	0.04%	122

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Armor Investment Advisors's VB Position: Q4 2025 in Review

Armor Investment Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 400 shares — an estimated $102K sold.

Armor Investment Advisors first reported a position in VB in Q1 2019 and held it in 23 quarters. The position peaked at $161K in Q3 2021. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Armor Investment Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Armor Investment Advisors sold 400 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $102K.
Armor Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and held it in 23 quarters.
Armor Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $161K in Q3 2021.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Armor Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.