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VBR icon

Ridgewood Investments’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Ridgewood Investments’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$427K Sell
1,848
-13
-0.7% -$3.17K 0.16% 161
2026
Q2 		$452K Hold
1,861
– – 0.17% 152
2026
Q1 		$404K Buy
+1,861
New +$416K 0.17% 152
2025
Q3 		$404K Buy
1,934
+12
+0.6% +$2.45K 0.17% 148
2025
Q2 		$375K Sell
1,922
-186
-9% -$34.4K 0.16% 146
2025
Q1 		$393K Sell
2,108
-41
-2% -$8.1K 0.18% 131
2024
Q4 		$426K Sell
2,149
-60
-3% -$12.3K 0.21% 122
2024
Q3 		$444K Sell
2,209
-102
-4% -$19.6K 0.22% 110
2024
Q2 		$422K Buy
2,311
+233
+11% +$43K 0.21% 122
2024
Q1 		$399K Buy
2,078
+291
+16% +$52.5K 0.21% 130
2023
Q4 		$322K Buy
1,787
+35
+2% +$5.71K 0.19% 137
2023
Q3 		$279K Sell
1,752
-10
-0.6% -$1.67K 0.18% 138
2023
Q2 		$291K Buy
1,762
+443
+34% +$69.7K 0.17% 140
2023
Q1 		$209K Buy
1,319
+46
+4% +$7.62K 0.13% 166
2022
Q4 		$202K Buy
+1,273
New +$203K 0.14% 178

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Ridgewood Investments's VBR Position: Q3 2026 in Review

Ridgewood Investments reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.7% in Q3 2026, selling an estimated $3.17K and leaving 1,848 shares worth $427K. The position accounts for 0.16% of the portfolio, ranked #161.

Ridgewood Investments first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $452K in Q2 2026. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Ridgewood Investments held 1,848 shares of Vanguard Morningstar Small-Cap Value ETF worth $427K as of Q3 2026.
  • Ridgewood Investments sold 13 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $3.17K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.16% of Ridgewood Investments's portfolio in Q3 2026, its #161 holding.
  • Ridgewood Investments first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Ridgewood Investments's Vanguard Morningstar Small-Cap Value ETF position peaked at $452K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.