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

Investors Research Corp’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-525	Closed	-$131K	–	1056
2024 Q2	$131K	Hold	525	–	–	0.03%	364
2024 Q1	$137K	Sell	525 -20	-4%	-$4.91K	0.03%	365
2023 Q4	$132K	Hold	545	–	–	0.03%	388
2023 Q3	$117K	Hold	545	–	–	0.03%	384
2023 Q2	$125K	Hold	545	–	–	0.03%	381
2023 Q1	$118K	Hold	545	–	–	0.03%	396
2022 Q4	$109K	Hold	545	–	–	0.03%	401
2022 Q3	$106K	Hold	545	–	–	0.03%	387
2022 Q2	$107K	Buy	545 +20	+4%	+$4.34K	0.03%	403
2022 Q1	$130K	Sell	525 -8	-2%	-$1.97K	0.04%	375
2021 Q4	$150K	Hold	533	–	–	0.05%	353
2021 Q3	$149K	Sell	533 -18	-3%	-$5.15K	0.05%	331
2021 Q2	$160K	Buy	551 +346	+169%	+$96.8K	0.06%	323
2021 Q1	$56K	Hold	205	–	–	0.02%	492
2020 Q4	$55K	Hold	205	–	–	0.02%	520
2020 Q3	$44K	Hold	205	–	–	0.02%	534
2020 Q2	$41K	Hold	205	–	–	0.02%	531
2020 Q1	$31K	Hold	205	–	–	0.02%	527
2019 Q4	$41K	Hold	205	–	–	0.02%	555
2019 Q3	$37K	Hold	205	–	–	0.02%	563
2019 Q2	$38K	Hold	205	–	–	0.02%	549
2019 Q1	$37K	Buy	+205	New	+$35.2K	0.02%	545

Other funds holding VBK

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

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

Investors Research Corp's VBK Position: Q3 2024 in Review

Investors Research Corp sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2024, closing a stake of 525 shares — an estimated $131K sold.

Investors Research Corp first reported a position in VBK in Q1 2019 and held it in 22 quarters. The position peaked at $160K in Q2 2021. 1,024 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

Investors Research Corp reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Investors Research Corp sold 525 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2024, an estimated $131K.
Investors Research Corp first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and held it in 22 quarters.
Investors Research Corp's Vanguard Morningstar Small-Cap Growth ETF position peaked at $160K in Q2 2021.
1,024 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.