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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ridgewood Investments's VGSH Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026: 41,615 shares worth $2.44M. The stake represents 1% of the portfolio and ranks #18 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in VGSH as recently as Q3 2025.

Ridgewood Investments first reported a position in VGSH in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.56M in Q2 2023. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Ridgewood Investments held 41,615 shares of Vanguard Short-Term Treasury ETF worth $2.44M as of Q1 2026.
Vanguard Short-Term Treasury ETF was a new Ridgewood Investments position in Q1 2026.
Vanguard Short-Term Treasury ETF made up 1% of Ridgewood Investments's portfolio in Q1 2026, its #18 holding.
Ridgewood Investments first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 20 quarters since.
Ridgewood Investments's Vanguard Short-Term Treasury ETF position peaked at $5.56M in Q2 2023.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.