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Ridgewood Investments’s Vanguard Small-Cap ETF VB Stock Holding History

Ridgewood Investments’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 		$3.34M Buy
+12,750
New +$3.45M 1.37% 12
2025
Q3 		$2.99M Buy
11,776
+982
+9% +$244K 1.26% 11
2025
Q2 		$2.56M Buy
10,794
+1,234
+13% +$275K 1.11% 13
2025
Q1 		$2.12M Buy
9,560
+892
+10% +$213K 0.99% 16
2024
Q4 		$2.08M Buy
8,668
+382
+5% +$94K 1% 14
2024
Q3 		$1.97M Sell
8,286
-2,214
-21% -$503K 0.98% 14
2024
Q2 		$2.29M Buy
10,500
+45
+0.4% +$9.88K 1.15% 9
2024
Q1 		$2.39M Buy
10,455
+559
+6% +$120K 1.26% 9
2023
Q4 		$2.11M Sell
9,896
-109
-1% -$21K 1.25% 10
2023
Q3 		$1.89M Sell
10,005
-35
-0.3% -$6.97K 1.24% 12
2023
Q2 		$2M Buy
10,040
+538
+6% +$102K 1.14% 9
2023
Q1 		$1.8M Sell
9,502
-114
-1% -$22.1K 1.1% 11
2022
Q4 		$1.76M Buy
9,616
+47
+0.5% +$8.71K 1.25% 10
2022
Q3 		$1.64M Buy
9,569
+127
+1% +$24K 1.36% 8
2022
Q2 		$1.66M Sell
9,442
-793
-8% -$153K 1.31% 10
2022
Q1 		$2.17M Buy
10,235
+348
+4% +$73.3K 1.43% 8
2021
Q4 		$2.23M Buy
9,887
+250
+3% +$56.8K 1.42% 6
2021
Q3 		$2.11M Buy
9,637
+319
+3% +$70.9K 1.43% 5
2021
Q2 		$2.1M Sell
9,318
-124
-1% -$27.5K 1.35% 7
2021
Q1 		$2.02M Buy
9,442
+4,049
+75% +$853K 1.24% 7
2020
Q4 		$829K Hold
5,393
– – 0.65% 41
2020
Q3 		$829K Buy
5,393
+1,436
+36% +$221K 0.65% 42
2020
Q2 		$577K Buy
+3,957
New +$531K 0.48% 65

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ridgewood Investments's VB Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Vanguard Small-Cap ETF (VB) in Q1 2026: 12,750 shares worth $3.34M. The stake represents 1.37% of the portfolio and ranks #12 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in VB as recently as Q3 2025.

Ridgewood Investments first reported a position in VB in Q2 2020 and has held it in 23 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Ridgewood Investments held 12,750 shares of Vanguard Small-Cap ETF worth $3.34M as of Q1 2026.
  • Vanguard Small-Cap ETF was a new Ridgewood Investments position in Q1 2026.
  • Vanguard Small-Cap ETF made up 1.37% of Ridgewood Investments's portfolio in Q1 2026, its #12 holding.
  • Ridgewood Investments first reported a position in Vanguard Small-Cap ETF in Q2 2020 and has held it in 23 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.