RI
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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ridgewood Investments's VBR Position: Q2 2026 in Review

Ridgewood Investments held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,861 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #152.

Ridgewood Investments first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ridgewood Investments held 1,861 shares of Vanguard Morningstar Small-Cap Value ETF worth $452K as of Q2 2026.
  • Ridgewood Investments left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.17% of Ridgewood Investments's portfolio in Q2 2026, its #152 holding.
  • Ridgewood Investments first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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