North Ridge Wealth Advisors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1974277
BEAVERTON, OR
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$239,656
+$3,632 QoQ
Shares Held
915
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,656 | 915 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $236,024 | 915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $232,666 | 915 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $216,836 | 915 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $202,901 | 915 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $219,856 | 915 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $217,047 | 915 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $209,159 | 915 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $208,850 | 979 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $217,784 | 1,095 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $207,568 | 1,095 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||