Investors Research Corp’s Vanguard Morningstar Value ETF VTV Stock Holding History

Investors Research Corp’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	–	Sell	-128	Closed	-$25.1K	–	889
2026 Q1	$25.1K	Hold	128	–	–	﹤0.01%	454
2025 Q4	$24.4K	Hold	128	–	–	﹤0.01%	519
2025 Q3	$23.9K	Sell	128 -75	-37%	-$13.6K	﹤0.01%	534
2025 Q2	$35.9K	Buy	203 +106	+109%	+$17.9K	0.01%	506
2025 Q1	$16.8K	Buy	97 +87	+870%	+$15.2K	﹤0.01%	617
2024 Q4	$1.69K	Hold	10	–	–	﹤0.01%	858
2024 Q3	$1.75K	Hold	10	–	–	﹤0.01%	889
2024 Q2	$1.6K	Buy	+10	New	+$1.6K	﹤0.01%	949
2024 Q1	–	Sell	-58	Closed	-$8.67K	–	1093
2023 Q4	$8.67K	Hold	58	–	–	﹤0.01%	755
2023 Q3	$8K	Hold	58	–	–	﹤0.01%	776
2023 Q2	$8.24K	Hold	58	–	–	﹤0.01%	783
2023 Q1	$8.01K	Hold	58	–	–	﹤0.01%	805
2022 Q4	$8.14K	Hold	58	–	–	﹤0.01%	798
2022 Q3	$7K	Buy	+58	New	+$7.84K	﹤0.01%	817

Other funds holding VTV

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Investors Research Corp sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2026, closing a stake of 128 shares — an estimated $25.1K sold.

Investors Research Corp first reported a position in VTV in Q3 2022 and held it in 14 quarters. The position peaked at $35.9K in Q2 2025. 2,808 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Investors Research Corp reported no remaining Vanguard Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 128 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $25.1K.
Investors Research Corp first reported a position in Vanguard Morningstar Value ETF in Q3 2022 and held it in 14 quarters.
Investors Research Corp's Vanguard Morningstar Value ETF position peaked at $35.9K in Q2 2025.
2,808 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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