Armstrong Advisory Group
VBK icon

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

Armstrong Advisory Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$144K Hold
427
– – 0.01% 294
2026
Q2 		$156K Hold
427
– – 0.01% 284
2026
Q1 		$129K Hold
427
– – 0.01% 286
2025
Q4 		$129K Buy
427
+1
+0.2% +$302 0.01% 278
2025
Q3 		$127K Hold
426
– – 0.01% 270
2025
Q2 		$118K Buy
426
+32
+8% +$8.24K 0.01% 270
2025
Q1 		$110K Hold
394
– – 0.01% 262
2024
Q4 		$110K Buy
394
+11
+3% +$3.11K 0.01% 262
2024
Q3 		$103K Hold
383
– – 0.01% 268
2024
Q2 		$95.8K Sell
383
-18
-4% -$4.49K 0.01% 265
2024
Q1 		$97K Hold
401
– – 0.01% 255
2023
Q4 		$97K Buy
401
+77
+24% +$16.7K 0.01% 255
2023
Q3 		$69.4K Sell
324
-84
-21% -$19.1K 0.01% 290
2023
Q2 		$93.7K Hold
408
– – 0.01% 249
2023
Q1 		$88.3K Buy
408
+14
+4% +$3.03K 0.01% 254
2022
Q4 		$79K Buy
+394
New +$80.6K 0.01% 265

Other funds holding VBK

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Armstrong Advisory Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 427 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #294.

Armstrong Advisory Group first reported a position in VBK in Q4 2022 and has held it in 16 quarters since. The position peaked at $156K in Q2 2026. 288 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Armstrong Advisory Group held 427 shares of Vanguard Morningstar Small-Cap Growth ETF worth $144K as of Q3 2026.
  • Armstrong Advisory Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #294 holding.
  • Armstrong Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $156K in Q2 2026.
  • 288 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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