Investors Research Corp’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Investors Research Corp’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	$82.9K	Hold	341	–	–	0.01%	344
2026 Q1	$74.1K	Sell	341 -66	-16%	-$14.8K	0.01%	361
2025 Q4	$86.2K	Hold	407	–	–	0.02%	378
2025 Q3	$84.9K	Sell	407 -139	-25%	-$28.4K	0.02%	383
2025 Q2	$106K	Hold	546	–	–	0.02%	374
2025 Q1	$102K	Hold	546	–	–	0.02%	380
2024 Q4	$108K	Hold	546	–	–	0.02%	381
2024 Q3	$110K	Hold	546	–	–	0.02%	377
2024 Q2	$99.7K	Buy	546 +32	+6%	+$5.91K	0.02%	398
2024 Q1	$98.6K	Hold	514	–	–	0.02%	402
2023 Q4	$92.5K	Hold	514	–	–	0.02%	425
2023 Q3	$82K	Hold	514	–	–	0.02%	439
2023 Q2	$85K	Hold	514	–	–	0.02%	438
2023 Q1	$81.6K	Hold	514	–	–	0.02%	450
2022 Q4	$81.6K	Hold	514	–	–	0.02%	449
2022 Q3	$74K	Hold	514	–	–	0.02%	441
2022 Q2	$77K	Hold	514	–	–	0.02%	449
2022 Q1	$90K	Hold	514	–	–	0.03%	437
2021 Q4	$92K	Hold	514	–	–	0.03%	419
2021 Q3	$87K	Hold	514	–	–	0.03%	423
2021 Q2	$89K	Sell	514 -30	-6%	-$5.2K	0.03%	433
2021 Q1	$90K	Hold	544	–	–	0.03%	406
2020 Q4	$77K	Hold	544	–	–	0.03%	454
2020 Q3	$60K	Sell	544 -544	-50%	-$61K	0.03%	471
2020 Q2	$106K	Buy	1,088 +544	+100%	+$54.6K	0.05%	351
2020 Q1	$48K	Hold	544	–	–	0.03%	452
2019 Q4	$75K	Hold	544	–	–	0.03%	459
2019 Q3	$70K	Sell	544 -5	-0.9%	-$640	0.04%	462
2019 Q2	$72K	Hold	549	–	–	0.04%	446
2019 Q1	$71K	Buy	+549	New	+$69.8K	0.04%	456

Other funds holding VBR

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

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

EFG

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Investors Research Corp's VBR Position: Q2 2026 in Review

Investors Research Corp held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 341 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #344.

Investors Research Corp first reported a position in VBR in Q1 2019 and has held it in 30 quarters since. The position peaked at $110K in Q3 2024. 372 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Investors Research Corp held 341 shares of Vanguard Small-Cap Value ETF worth $82.9K as of Q2 2026.
Investors Research Corp left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #344 holding.
Investors Research Corp first reported a position in Vanguard Small-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Vanguard Small-Cap Value ETF position peaked at $110K in Q3 2024.
372 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.