Ridgewood Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.45M | Buy |
+69,547
| New | +$5.48M | 2.23% | 4 |
|
|
2025
Q3 | $4.32M | Buy |
54,708
+10,132
| +23% | +$797K | 1.82% | 6 |
|
|
2025
Q2 | $3.51M | Buy |
44,576
+3,747
| +9% | +$293K | 1.52% | 7 |
|
|
2025
Q1 | $3.2M | Buy |
40,829
+3,087
| +8% | +$240K | 1.49% | 7 |
|
|
2024
Q4 | $2.92M | Buy |
37,742
+20,386
| +117% | +$1.58M | 1.41% | 8 |
|
|
2024
Q3 | $1.37M | Buy |
17,356
+1,010
| +6% | +$78.7K | 0.68% | 35 |
|
|
2024
Q2 | $1.25M | Sell |
16,346
-1,010
| -6% | -$77.1K | 0.63% | 40 |
|
|
2024
Q1 | $1.33M | Buy |
17,356
+1,378
| +9% | +$106K | 0.7% | 41 |
|
|
2023
Q4 | $1.23M | Buy |
15,978
+408
| +3% | +$30.9K | 0.73% | 36 |
|
|
2023
Q3 | $1.17M | Hold |
15,570
| – | – | 0.77% | 37 |
|
|
2023
Q2 | $1.18M | Buy |
15,570
+332
| +2% | +$25.3K | 0.67% | 39 |
|
|
2023
Q1 | $1.17M | Buy |
15,238
+3,201
| +27% | +$243K | 0.71% | 33 |
|
|
2022
Q4 | $906K | Buy |
12,037
+272
| +2% | +$20.4K | 0.64% | 42 |
|
|
2022
Q3 | $880K | Sell |
11,765
-786
| -6% | -$60.1K | 0.73% | 36 |
|
|
2022
Q2 | $964K | Sell |
12,551
-897
| -7% | -$69.1K | 0.76% | 36 |
|
|
2022
Q1 | $1.05M | Buy |
13,448
+139
| +1% | +$11K | 0.69% | 37 |
|
|
2021
Q4 | $1.08M | Buy |
13,309
+3,044
| +30% | +$248K | 0.68% | 44 |
|
|
2021
Q3 | $841K | Buy |
10,265
+473
| +5% | +$38.9K | 0.57% | 58 |
|
|
2021
Q2 | $805K | Buy |
9,792
+310
| +3% | +$25.5K | 0.52% | 67 |
|
|
2021
Q1 | $779K | Buy |
9,482
+2,853
| +43% | +$236K | 0.48% | 72 |
|
|
2020
Q4 | $551K | Hold |
6,629
| – | – | 0.43% | 74 |
|
|
2020
Q3 | $551K | Buy |
6,629
+871
| +15% | +$72.4K | 0.43% | 75 |
|
|
2020
Q2 | $479K | Buy |
5,758
+109
| +2% | +$9.02K | 0.4% | 93 |
|
|
2020
Q1 | $464K | Sell |
5,649
-577
| -9% | -$46.9K | 0.47% | 66 |
|
|
2019
Q4 | $502K | Buy |
6,226
+241
| +4% | +$19.4K | 0.36% | 89 |
|
|
2019
Q3 | $484K | Sell |
5,985
-139
| -2% | -$11.2K | 0.38% | 85 |
|
|
2019
Q2 | $493K | Buy |
6,124
+153
| +3% | +$12.2K | 0.39% | 83 |
|
|
2019
Q1 | $475K | Buy |
5,971
+196
| +3% | +$15.5K | 0.39% | 73 |
|
|
2018
Q4 | $451K | Hold |
5,775
| – | – | 0.36% | 79 |
|
|
2018
Q3 | $451K | Buy |
5,775
+135
| +2% | +$10.5K | 0.36% | 79 |
|
|
2018
Q2 | $441K | Buy |
5,640
+46
| +0.8% | +$3.59K | 0.39% | 74 |
|
|
2018
Q1 | $439K | Sell |
5,594
-300
| -5% | -$23.6K | 0.4% | 72 |
|
|
2017
Q4 | $466K | Buy |
5,894
+228
| +4% | +$18.1K | 0.42% | 73 |
|
|
2017
Q3 | $452K | Sell |
5,666
-172
| -3% | -$13.8K | 0.43% | 69 |
|
|
2017
Q2 | $466K | Buy |
5,838
+122
| +2% | +$9.74K | 0.47% | 57 |
|
|
2017
Q1 | $456K | Sell |
5,716
-1,127
| -16% | -$89.7K | 0.49% | 55 |
|
|
2016
Q4 | $543K | Buy |
+6,843
| New | +$547K | 0.64% | 43 |
|
Other funds holding BSV
AF
Ridgewood Investments's BSV Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 69,547 shares worth $5.45M. The stake represents 2.23% of the portfolio and ranks #4 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in BSV as recently as Q3 2025.
Ridgewood Investments first reported a position in BSV in Q4 2016 and has held it in 37 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.
- Ridgewood Investments held 69,547 shares of Vanguard Short-Term Bond ETF worth $5.45M as of Q1 2026.
- Vanguard Short-Term Bond ETF was a new Ridgewood Investments position in Q1 2026.
- Vanguard Short-Term Bond ETF made up 2.23% of Ridgewood Investments's portfolio in Q1 2026, its #4 holding.
- Ridgewood Investments first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 37 quarters since.
- 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.