Investment Research & Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Investment Research & 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	$244K	Sell	1,003 -55	-5%	-$12.8K	0.08%	77
2026 Q1	$230K	Buy	1,058 +6	+0.6%	+$1.34K	0.08%	73
2025 Q4	$223K	Buy	1,052 +9	+0.9%	+$1.88K	0.07%	73
2025 Q3	$218K	Sell	1,043 -1,040	-50%	-$213K	0.07%	72
2025 Q2	$406K	Buy	+2,083	New	+$386K	0.15%	59
2022 Q2	–	Sell	-160	Closed	-$28K	–	191
2022 Q1	$28K	Buy	+160	New	+$27.8K	0.02%	116

Other funds holding VBR

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Investment Research & Advisory Group reduced its Vanguard Small-Cap Value ETF (VBR) stake by 5.2% in Q2 2026, selling an estimated $12.8K and leaving 1,003 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #77.

Investment Research & Advisory Group first reported a position in VBR in Q1 2022 and has held it in 6 quarters since. The position peaked at $406K in Q2 2025. 835 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Investment Research & Advisory Group held 1,003 shares of Vanguard Small-Cap Value ETF worth $244K as of Q2 2026.
Investment Research & Advisory Group sold 55 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $12.8K.
Vanguard Small-Cap Value ETF made up 0.08% of Investment Research & Advisory Group's portfolio in Q2 2026, its #77 holding.
Investment Research & Advisory Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and has held it in 6 quarters since.
Investment Research & Advisory Group's Vanguard Small-Cap Value ETF position peaked at $406K in Q2 2025.
835 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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