Investors Research Corp’s Vanguard Morningstar 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 Q3	$67.2K	Sell	291 -50	-15%	-$12.2K	0.01%	370
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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Investors Research Corp's VBR Position: Q3 2026 in Review

Investors Research Corp reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 15% in Q3 2026, selling an estimated $12.2K and leaving 291 shares worth $67.2K. The position accounts for 0.01% of the portfolio, ranked #370.

Investors Research Corp first reported a position in VBR in Q1 2019 and has held it in 31 quarters since. The position peaked at $110K in Q3 2024. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Investors Research Corp held 291 shares of Vanguard Morningstar Small-Cap Value ETF worth $67.2K as of Q3 2026.
Investors Research Corp sold 50 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $12.2K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #370 holding.
Investors Research Corp first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's Vanguard Morningstar Small-Cap Value ETF position peaked at $110K in Q3 2024.
113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.