Shira Ridge Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Shira Ridge Wealth Management’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 Q3	$229K	Hold	806	–	–	0.08%	75
2026 Q2	$244K	Buy	806 +5	+0.6%	+$1.43K	0.09%	73
2026 Q1	$210K	Buy	801 +10	+1%	+$2.71K	0.08%	75
2025 Q4	$204K	Sell	791 -246	-24%	-$63K	0.08%	80
2025 Q3	$264K	Buy	1,037 +190	+22%	+$47.1K	0.11%	70
2025 Q2	$201K	Buy	+847	New	+$189K	0.09%	83
2025 Q1	–	Sell	-1,870	Closed	-$449K	–	81
2024 Q4	$449K	Buy	1,870 +57	+3%	+$14K	0.22%	52
2024 Q3	$430K	Buy	1,813 +608	+50%	+$138K	0.22%	58
2024 Q2	$263K	Buy	+1,205	New	+$265K	0.15%	69

Other funds holding VB

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Shira Ridge Wealth Management's VB Position: Q3 2026 in Review

Shira Ridge Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 806 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #75.

Shira Ridge Wealth Management first reported a position in VB in Q2 2024 and has held it in 9 quarters since. The position peaked at $449K in Q4 2024. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Shira Ridge Wealth Management held 806 shares of Vanguard Morningstar Small-Cap ETF worth $229K as of Q3 2026.
Shira Ridge Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #75 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Shira Ridge Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $449K in Q4 2024.
152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.