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

Armstrong Advisory Group’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 Q2	$74.4K	Hold	306	–	–	﹤0.01%	378
2026 Q1	$66.5K	Hold	306	–	–	﹤0.01%	372
2025 Q4	$64.8K	Hold	306	–	–	﹤0.01%	370
2025 Q3	$63.9K	Hold	306	–	–	﹤0.01%	366
2025 Q2	$59.7K	Buy	306 +46	+18%	+$8.52K	﹤0.01%	361
2025 Q1	$51.5K	Hold	260	–	–	﹤0.01%	373
2024 Q4	$51.5K	Buy	260 +6	+2%	+$1.23K	﹤0.01%	373
2024 Q3	$51K	Hold	254	–	–	﹤0.01%	367
2024 Q2	$46.4K	Buy	254 +40	+19%	+$7.39K	﹤0.01%	365
2024 Q1	$38.5K	Hold	214	–	–	﹤0.01%	375
2023 Q4	$38.5K	Hold	214	–	–	﹤0.01%	375
2023 Q3	$34.1K	Sell	214 -48	-18%	-$8.03K	﹤0.01%	391
2023 Q2	$43.3K	Hold	262	–	–	﹤0.01%	362
2023 Q1	$41.6K	Buy	262 +5	+2%	+$828	﹤0.01%	349
2022 Q4	$40.8K	Buy	+257	New	+$40.9K	0.01%	357

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Armstrong Advisory Group's VBR Position: Q2 2026 in Review

Armstrong Advisory Group held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 306 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Armstrong Advisory Group first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Armstrong Advisory Group held 306 shares of Vanguard Morningstar Small-Cap Value ETF worth $74.4K as of Q2 2026.
Armstrong Advisory Group left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #378 holding.
Armstrong Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.