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

Armor Investment Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.99K Sell
46
-23
-33% -$5.14K ﹤0.01% 148
2025
Q4 		$14.6K Buy
69
+23
+50% +$4.82K 0.01% 135
2025
Q3 		$9.6K Hold
46
– – ﹤0.01% 140
2025
Q2 		$8.97K Hold
46
– – ﹤0.01% 142
2025
Q1 		$8.57K Hold
46
– – ﹤0.01% 143
2024
Q4 		$9.12K Hold
46
– – ﹤0.01% 139
2024
Q3 		$9.24K Hold
46
– – ﹤0.01% 144
2024
Q2 		$8.4K Hold
46
– – ﹤0.01% 139
2024
Q1 		$8.83K Hold
46
– – ﹤0.01% 144
2023
Q4 		$8.28K Hold
46
– – ﹤0.01% 147
2023
Q3 		$7.34K Sell
46
-41
-47% -$6.86K ﹤0.01% 146
2023
Q2 		$14.4K Hold
87
– – 0.01% 142
2023
Q1 		$13.8K Sell
87
-41
-32% -$6.79K 0.01% 152
2022
Q4 		$20.3K Buy
128
+82
+178% +$13.1K 0.01% 149
2022
Q3 		$7K Hold
46
– – ﹤0.01% 155
2022
Q2 		$7K Hold
46
– – ﹤0.01% 154
2022
Q1 		$8K Hold
46
– – ﹤0.01% 160
2021
Q4 		$8K Hold
46
– – ﹤0.01% 149
2021
Q3 		$8K Hold
46
– – 0.01% 150
2021
Q2 		$8K Buy
+46
New +$7.97K ﹤0.01% 153
2021
Q1 		– Sell
-250
Closed -$36K – 163
2020
Q4 		$36K Buy
+250
New +$32.3K 0.03% 130
2019
Q2 		– Sell
-250
Closed -$32K – 156
2019
Q1 		$32K Buy
+250
New +$31.8K 0.03% 125

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Armor Investment Advisors's VBR Position: Q1 2026 in Review

Armor Investment Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 33% in Q1 2026, selling an estimated $5.14K and leaving 46 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Armor Investment Advisors first reported a position in VBR in Q1 2019 and has held it in 22 quarters since. The position peaked at $36K in Q4 2020. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Armor Investment Advisors held 46 shares of Vanguard Morningstar Small-Cap Value ETF worth $9.99K as of Q1 2026.
  • Armor Investment Advisors sold 23 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $5.14K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Armor Investment Advisors's portfolio in Q1 2026, its #148 holding.
  • Armor Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2019 and has held it in 22 quarters since.
  • Armor Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $36K in Q4 2020.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.