North Ridge Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

North Ridge 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 Q1	$240K	Hold	915	–	–	0.13%	48
2025 Q4	$236K	Hold	915	–	–	0.13%	42
2025 Q3	$233K	Hold	915	–	–	0.13%	47
2025 Q2	$217K	Hold	915	–	–	0.13%	43
2025 Q1	$203K	Hold	915	–	–	0.14%	44
2024 Q4	$220K	Hold	915	–	–	0.15%	40
2024 Q3	$217K	Buy	+915	New	+$208K	0.15%	41
2024 Q2	–	Sell	-915	Closed	-$209K	–	43
2024 Q1	$209K	Sell	915 -64	-7%	-$13.8K	0.16%	39
2023 Q4	$209K	Buy	+979	New	+$189K	0.17%	39
2023 Q3	–	Sell	-1,095	Closed	-$218K	–	38
2023 Q2	$218K	Hold	1,095	–	–	0.21%	37
2023 Q1	$208K	Buy	+1,095	New	+$212K	0.21%	40

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

North Ridge Wealth Advisors's VB Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 915 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #48.

North Ridge Wealth Advisors first reported a position in VB in Q1 2023 and has held it in 11 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

North Ridge Wealth Advisors held 915 shares of Vanguard Small-Cap ETF worth $240K as of Q1 2026.
North Ridge Wealth Advisors left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.13% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #48 holding.
North Ridge Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.