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 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Investors Research Corp increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.3% in Q2 2026, buying an estimated $869K and bringing the position to 62,926 shares worth $21.6M. The position accounts for 3.87% of the portfolio, ranked #5.

Investors Research Corp first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Investors Research Corp held 62,926 shares of Vanguard Morningstar Large-Cap ETF worth $21.6M as of Q2 2026.
Investors Research Corp bought 2,604 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $869K.
Vanguard Morningstar Large-Cap ETF made up 3.87% of Investors Research Corp's portfolio in Q2 2026, its #5 holding.
Investors Research Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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