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Investment Research & Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Investment Research & 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
Q2 		$3.31M Buy
10,911
+476
+5% +$136K 1.02% 28
2026
Q1 		$2.73M Sell
10,435
-235
-2% -$63.6K 0.95% 31
2025
Q4 		$2.75M Buy
10,670
+237
+2% +$60.7K 0.91% 31
2025
Q3 		$2.65M Sell
10,433
-1,584
-13% -$393K 0.9% 32
2025
Q2 		$2.85M Sell
12,017
-77
-0.6% -$17.2K 1.06% 28
2025
Q1 		$2.68M Buy
12,094
+251
+2% +$59.9K 1.12% 31
2024
Q4 		$2.85M Sell
11,843
-1,133
-9% -$279K 1.18% 25
2024
Q3 		$3.08M Sell
12,976
-149
-1% -$33.9K 1.3% 23
2024
Q2 		$2.86M Sell
13,125
-23
-0.2% -$5.05K 1.27% 23
2024
Q1 		$3.01M Sell
13,148
-998
-7% -$215K 1.38% 23
2023
Q4 		$3.02M Buy
14,146
+786
+6% +$151K 1.54% 18
2023
Q3 		$2.53M Buy
13,360
+4,814
+56% +$959K 1.43% 21
2023
Q2 		$1.7M Sell
8,546
-311
-4% -$58.8K 0.98% 31
2023
Q1 		$1.68M Sell
8,857
-11,768
-57% -$2.28M 1.08% 30
2022
Q4 		$3.79M Buy
20,625
+12,630
+158% +$2.34M 2.49% 8
2022
Q3 		$1.37M Sell
7,995
-250
-3% -$47.2K 1.02% 31
2022
Q2 		$1.45M Buy
8,245
+3,739
+83% +$722K 1.05% 30
2022
Q1 		$958K Sell
4,506
-1,914
-30% -$403K 0.6% 36
2021
Q4 		$1.45M Buy
6,420
+2,609
+68% +$593K 0.88% 32
2021
Q3 		$840K Buy
3,811
+69
+2% +$15.3K 0.55% 37
2021
Q2 		$843K Sell
3,742
-94
-2% -$20.8K 0.56% 38
2021
Q1 		$821K Buy
3,836
+132
+4% +$27.8K 0.6% 38
2020
Q4 		$721K Buy
3,704
+308
+9% +$54.3K 0.54% 39
2020
Q3 		$522K Sell
3,396
-318
-9% -$48.8K 0.43% 38
2020
Q2 		$541K Sell
3,714
-37,237
-91% -$5M 0.49% 39
2020
Q1 		$4.73M Buy
40,951
+33,295
+435% +$5M 4.38% 6
2019
Q4 		$1.27M Buy
+7,656
New +$1.22M 1.17% 19

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Investment Research & Advisory Group's VB Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, buying an estimated $136K and bringing the position to 10,911 shares worth $3.31M. The position accounts for 1.02% of the portfolio, ranked #28.

Investment Research & Advisory Group first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.73M in Q1 2020. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Investment Research & Advisory Group held 10,911 shares of Vanguard Morningstar Small-Cap ETF worth $3.31M as of Q2 2026.
  • Investment Research & Advisory Group bought 476 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Morningstar Small-Cap ETF made up 1.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #28 holding.
  • Investment Research & Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $4.73M in Q1 2020.
  • 2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.