Ridgewood Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Ridgewood Investments’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33M	Sell	39,980 -1,635	-4%	-$95.3K	0.87%	22
2026 Q1	$2.44M	Buy	+41,615	New	+$2.44M	1%	18
2025 Q3	$2.62M	Sell	44,597 -4,548	-9%	-$267K	1.11%	18
2025 Q2	$2.89M	Sell	49,145 -455	-0.9%	-$26.7K	1.25%	11
2025 Q1	$2.91M	Sell	49,600 -582	-1%	-$34K	1.36%	8
2024 Q4	$2.92M	Sell	50,182 -1,145	-2%	-$66.8K	1.41%	7
2024 Q3	$3.03M	Buy	51,327 +188	+0.4%	+$11K	1.51%	7
2024 Q2	$2.97M	Sell	51,139 -36	-0.1%	-$2.08K	1.48%	7
2024 Q1	$2.97M	Buy	51,175 +2,186	+4%	+$127K	1.57%	8
2023 Q4	$2.86M	Sell	48,989 -745	-1%	-$43.1K	1.69%	7
2023 Q3	$2.86M	Sell	49,734 -46,527	-48%	-$2.68M	1.88%	6
2023 Q2	$5.56M	Buy	96,261 +28,709	+42%	+$1.67M	3.16%	2
2023 Q1	$3.95M	Buy	67,552 +59,979	+792%	+$3.48M	2.42%	2
2022 Q4	$438K	Sell	7,573 -254	-3%	-$14.7K	0.31%	106
2022 Q3	$452K	Buy	7,827 +460	+6%	+$26.9K	0.38%	93
2022 Q2	$434K	Sell	7,367 -487	-6%	-$28.7K	0.34%	101
2022 Q1	$465K	Buy	7,854 +372	+5%	+$22.4K	0.3%	109
2021 Q4	$455K	Buy	7,482 +2,226	+42%	+$136K	0.29%	111
2021 Q3	$323K	Buy	5,256 +606	+13%	+$37.3K	0.22%	134
2021 Q2	$286K	Sell	4,650 -1,369	-23%	-$84.2K	0.18%	149
2021 Q1	$370K	Buy	+6,019	New	+$371K	0.23%	131

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Ridgewood Investments's VGSH Position: Q2 2026 in Review

Ridgewood Investments reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.9% in Q2 2026, selling an estimated $95.3K and leaving 39,980 shares worth $2.33M. The position accounts for 0.87% of the portfolio, ranked #22.

Ridgewood Investments first reported a position in VGSH in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.56M in Q2 2023. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Ridgewood Investments held 39,980 shares of Vanguard Short-Term Treasury ETF worth $2.33M as of Q2 2026.
Ridgewood Investments sold 1,635 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $95.3K.
Vanguard Short-Term Treasury ETF made up 0.87% of Ridgewood Investments's portfolio in Q2 2026, its #22 holding.
Ridgewood Investments first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
Ridgewood Investments's Vanguard Short-Term Treasury ETF position peaked at $5.56M in Q2 2023.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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