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Ridgewood Investments’s Vanguard Morningstar 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
Q2 		$3.98M Buy
13,121
+371
+3% +$106K 1.49% 11
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ridgewood Investments's VB Position: Q2 2026 in Review

Ridgewood Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.9% in Q2 2026, buying an estimated $106K and bringing the position to 13,121 shares worth $3.98M. The position accounts for 1.49% of the portfolio, ranked #11.

Ridgewood Investments first reported a position in VB in Q2 2020 and has held it in 24 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ridgewood Investments held 13,121 shares of Vanguard Morningstar Small-Cap ETF worth $3.98M as of Q2 2026.
  • Ridgewood Investments bought 371 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $106K.
  • Vanguard Morningstar Small-Cap ETF made up 1.49% of Ridgewood Investments's portfolio in Q2 2026, its #11 holding.
  • Ridgewood Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.