Investment Research & Advisory Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1802136
ATLANTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,733,135
-$19,191 QoQ
Shares Held
10,435
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,733,135 | 10,435 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,752,326 | 10,670 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,652,903 | 10,433 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,847,788 | 12,017 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,681,844 | 12,094 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,845,636 | 11,843 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,078,036 | 12,976 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,861,775 | 13,125 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,005,501 | 13,148 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,017,766 | 14,146 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,525,975 | 13,360 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,699,713 | 8,546 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,678,932 | 8,857 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,785,512 | 20,625 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,366,425 | 7,995 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,452,026 | 8,245 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $957,615 | 4,506 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,450,984 | 6,420 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $833,351 | 3,811 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $842,997 | 3,742 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $821,210 | 3,836 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $721,094 | 3,704 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $522,304 | 3,396 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $541,204 | 3,714 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $4,727,383 | 40,951 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||