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 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Shira Ridge Wealth Management's VB Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.62% in Q2 2026, buying an estimated $1.43K and bringing the position to 806 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #73.

Shira Ridge Wealth Management first reported a position in VB in Q2 2024 and has held it in 8 quarters since. The position peaked at $449K in Q4 2024. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Shira Ridge Wealth Management held 806 shares of Vanguard Morningstar Small-Cap ETF worth $244K as of Q2 2026.
Shira Ridge Wealth Management bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #73 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Shira Ridge Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $449K in Q4 2024.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.