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Investors Research Corp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Investors Research Corp’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.2M Buy
68,738
+5,812
+9% +$2.03M 4.25% 4
2026
Q2 		$21.6M Buy
62,926
+2,604
+4% +$869K 3.87% 5
2026
Q1 		$18M Buy
60,322
+407
+0.7% +$127K 3.45% 7
2025
Q4 		$18.9M Buy
59,915
+1,568
+3% +$490K 3.45% 6
2025
Q3 		$18M Buy
58,347
+2,175
+4% +$644K 3.32% 6
2025
Q2 		$16M Buy
56,172
+3,921
+8% +$1.03M 3.14% 6
2025
Q1 		$13.4M Buy
52,251
+3,598
+7% +$975K 2.91% 6
2024
Q4 		$13.1M Buy
48,653
+2,281
+5% +$618K 2.88% 6
2024
Q3 		$12.2M Buy
46,372
+2,998
+7% +$761K 2.67% 6
2024
Q2 		$10.8M Buy
43,374
+2,327
+6% +$559K 2.53% 6
2024
Q1 		$9.84M Buy
41,047
+895
+2% +$205K 2.3% 7
2023
Q4 		$8.76M Buy
40,152
+1,309
+3% +$268K 2.11% 6
2023
Q3 		$7.6M Buy
38,843
+1,820
+5% +$371K 1.99% 8
2023
Q2 		$7.51M Buy
37,023
+1,410
+4% +$270K 1.89% 11
2023
Q1 		$6.65M Buy
35,613
+1,641
+5% +$299K 1.73% 10
2022
Q4 		$5.92M Buy
33,972
+2,401
+8% +$421K 1.6% 10
2022
Q3 		$5.16M Buy
31,571
+3,570
+13% +$649K 1.58% 12
2022
Q2 		$4.83M Buy
28,001
+4,933
+21% +$926K 1.45% 11
2022
Q1 		$4.81M Buy
23,068
+5,712
+33% +$1.17M 1.36% 11
2021
Q4 		$3.84M Buy
17,356
+4,432
+34% +$950K 1.16% 11
2021
Q3 		$2.6M Buy
12,924
+3,028
+31% +$626K 0.88% 21
2021
Q2 		$1.99M Buy
9,896
+3,275
+49% +$639K 0.69% 28
2021
Q1 		$1.23M Buy
6,621
+3,028
+84% +$549K 0.46% 62
2020
Q4 		$631K Buy
3,593
+1,998
+125% +$332K 0.25% 145
2020
Q3 		$250K Buy
+1,595
New +$246K 0.12% 247

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

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

Investors Research Corp increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 9.2% in Q3 2026, buying an estimated $2.03M and bringing the position to 68,738 shares worth $24.2M. The position accounts for 4.25% of the portfolio, ranked #4.

Investors Research Corp first reported a position in VV in Q3 2020 and has held it in 25 quarters since. 133 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Investors Research Corp held 68,738 shares of Vanguard Morningstar Large-Cap ETF worth $24.2M as of Q3 2026.
  • Investors Research Corp bought 5,812 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $2.03M.
  • Vanguard Morningstar Large-Cap ETF made up 4.25% of Investors Research Corp's portfolio in Q3 2026, its #4 holding.
  • Investors Research Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • 133 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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