Investors Research Corp’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Investors Research Corp’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
2025 Q3	–	Sell	-73	Closed	-$17.3K	–	940
2025 Q2	$17.3K	Hold	73	–	–	﹤0.01%	614
2025 Q1	$16.2K	Hold	73	–	–	﹤0.01%	624
2024 Q4	$17.5K	Hold	73	–	–	﹤0.01%	608
2024 Q3	$17.3K	Sell	73 -39	-35%	-$8.86K	﹤0.01%	624
2024 Q2	$24.4K	Buy	+112	New	+$24.6K	0.01%	595
2024 Q1	–	Sell	-17	Closed	-$3.63K	–	1089
2023 Q4	$3.63K	Hold	17	–	–	﹤0.01%	880
2023 Q3	$3.21K	Hold	17	–	–	﹤0.01%	891
2023 Q2	$3.38K	Hold	17	–	–	﹤0.01%	905
2023 Q1	$3.22K	Hold	17	–	–	﹤0.01%	926
2022 Q4	$3.12K	Hold	17	–	–	﹤0.01%	945
2022 Q3	$3K	Hold	17	–	–	﹤0.01%	949
2022 Q2	$3K	Hold	17	–	–	﹤0.01%	955
2022 Q1	$4K	Hold	17	–	–	﹤0.01%	876
2021 Q4	$4K	Hold	17	–	–	﹤0.01%	872
2021 Q3	$4K	Buy	+17	New	+$3.78K	﹤0.01%	889

Other funds holding VB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Investors Research Corp's VB Position: Q3 2025 in Review

Investors Research Corp sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 73 shares — an estimated $17.3K sold.

Investors Research Corp first reported a position in VB in Q3 2021 and held it in 15 quarters. The position peaked at $24.4K in Q2 2024. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Investors Research Corp reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 73 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $17.3K.
Investors Research Corp first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and held it in 15 quarters.
Investors Research Corp's Vanguard Morningstar Small-Cap ETF position peaked at $24.4K in Q2 2024.
2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.