Armstrong Advisory Group
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Armstrong Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Armstrong Advisory Group’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 		$418K Buy
1,470
+45
+3% +$13.4K 0.03% 155
2026
Q2 		$432K Buy
1,425
+2
+0.1% +$573 0.03% 164
2026
Q1 		$373K Sell
1,423
-35
-2% -$9.47K 0.03% 172
2025
Q4 		$376K Sell
1,458
-68
-4% -$17.4K 0.03% 163
2025
Q3 		$388K Buy
1,526
+276
+22% +$68.4K 0.03% 160
2025
Q2 		$296K Sell
1,250
-800
-39% -$178K 0.02% 162
2025
Q1 		$493K Hold
2,050
– – 0.04% 110
2024
Q4 		$493K Sell
2,050
-119
-5% -$29.3K 0.04% 110
2024
Q3 		$515K Buy
2,169
+16
+0.7% +$3.64K 0.04% 102
2024
Q2 		$469K Sell
2,153
-283
-12% -$62.1K 0.04% 100
2024
Q1 		$520K Hold
2,436
– – 0.05% 95
2023
Q4 		$520K Buy
2,436
+81
+3% +$15.6K 0.05% 95
2023
Q3 		$445K Sell
2,355
-325
-12% -$64.8K 0.05% 95
2023
Q2 		$533K Sell
2,680
-149
-5% -$28.2K 0.06% 83
2023
Q1 		$536K Sell
2,829
-204
-7% -$39.6K 0.06% 85
2022
Q4 		$557K Buy
+3,033
New +$562K 0.07% 84

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Heartwood Wealth Advisors
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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
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
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Armstrong Advisory Group's VB Position: Q3 2026 in Review

Armstrong Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q3 2026, buying an estimated $13.4K and bringing the position to 1,470 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #155.

Armstrong Advisory Group first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $557K in Q4 2022. 564 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Armstrong Advisory Group held 1,470 shares of Vanguard Morningstar Small-Cap ETF worth $418K as of Q3 2026.
  • Armstrong Advisory Group bought 45 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $13.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #155 holding.
  • Armstrong Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $557K in Q4 2022.
  • 564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.