Ledgewood Wealth Advisors
VB icon

Ledgewood Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ledgewood Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-675
Closed -$205K – 78
2026
Q2 		$205K Buy
+675
New +$193K 0.11% 72

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Ledgewood Wealth Advisors's VB Position: Q3 2026 in Review

Ledgewood Wealth Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026, closing a stake of 675 shares — an estimated $205K sold.

Ledgewood Wealth Advisors first reported a position in VB in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 1,005 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Ledgewood Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 675 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $205K.
  • Ledgewood Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Ledgewood Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $205K in Q2 2026.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.