Investment Research & Advisory Group’s Vanguard Value ETF VTV Stock Holding History

Investment Research & Advisory Group’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Buy	+78	New	+$16.3K	0.01%	207
2024 Q2	–	Sell	-58	Closed	-$9.45K	–	216
2024 Q1	$9.45K	Hold	58	–	–	﹤0.01%	155
2023 Q4	$8.67K	Hold	58	–	–	﹤0.01%	152
2023 Q3	$8K	Hold	58	–	–	﹤0.01%	155
2023 Q2	$8.24K	Hold	58	–	–	﹤0.01%	166
2023 Q1	$8.01K	Hold	58	–	–	0.01%	147
2022 Q4	$8.14K	Hold	58	–	–	0.01%	143
2022 Q3	$7K	Hold	58	–	–	0.01%	151
2022 Q2	$8K	Buy	+58	New	+$8.18K	0.01%	151
2021 Q2	–	Sell	-185	Closed	-$24K	–	181
2021 Q1	$24K	Hold	185	–	–	0.02%	113
2020 Q4	$22K	Buy	+185	New	+$20.8K	0.02%	115

Other funds holding VTV

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

RIA

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SGAM

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

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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

Investment Research & Advisory Group opened a new position in Vanguard Value ETF (VTV) in Q2 2026: 78 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in VTV as recently as Q1 2024.

Investment Research & Advisory Group first reported a position in VTV in Q4 2020 and has held it in 11 quarters since. The position peaked at $24K in Q1 2021. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Investment Research & Advisory Group held 78 shares of Vanguard Value ETF worth $17K as of Q2 2026.
Vanguard Value ETF was a new Investment Research & Advisory Group position in Q2 2026.
Vanguard Value ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #207 holding.
Investment Research & Advisory Group first reported a position in Vanguard Value ETF in Q4 2020 and has held it in 11 quarters since.
Investment Research & Advisory Group's Vanguard Value ETF position peaked at $24K in Q1 2021.
1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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