Ridgewood Investments’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.67M | Buy |
+26,523
| New | +$3.81M | 1.5% | 10 |
|
|
2025
Q3 | $3.82M | Sell |
27,717
-451
| -2% | -$59.9K | 1.61% | 7 |
|
|
2025
Q2 | $3.62M | Sell |
28,168
-965
| -3% | -$115K | 1.56% | 6 |
|
|
2025
Q1 | $3.38M | Sell |
29,133
-1,001
| -3% | -$120K | 1.58% | 6 |
|
|
2024
Q4 | $3.54M | Sell |
30,134
-1,021
| -3% | -$123K | 1.71% | 5 |
|
|
2024
Q3 | $3.73M | Sell |
31,155
-576
| -2% | -$66.2K | 1.86% | 5 |
|
|
2024
Q2 | $3.57M | Sell |
31,731
-2,040
| -6% | -$225K | 1.79% | 5 |
|
|
2024
Q1 | $3.73M | Buy |
33,771
+1,214
| +4% | +$128K | 1.97% | 3 |
|
|
2023
Q4 | $3.35M | Sell |
32,557
-939
| -3% | -$90.4K | 1.98% | 3 |
|
|
2023
Q3 | $3.12M | Sell |
33,496
-51
| -0.2% | -$4.95K | 2.05% | 3 |
|
|
2023
Q2 | $3.25M | Buy |
33,547
+1,234
| +4% | +$116K | 1.85% | 3 |
|
|
2023
Q1 | $2.98M | Sell |
32,313
-304
| -0.9% | -$27.5K | 1.82% | 4 |
|
|
2022
Q4 | $2.81M | Sell |
32,617
-7
| -0% | -$598 | 2% | 3 |
|
|
2022
Q3 | $2.57M | Buy |
32,624
+546
| +2% | +$48K | 2.14% | 3 |
|
|
2022
Q2 | $2.74M | Sell |
32,078
-2,684
| -8% | -$248K | 2.15% | 3 |
|
|
2022
Q1 | $3.52M | Buy |
34,762
+868
| +3% | +$87.9K | 2.31% | 3 |
|
|
2021
Q4 | $3.64M | Buy |
33,894
+700
| +2% | +$74.4K | 2.31% | 3 |
|
|
2021
Q3 | $3.38M | Buy |
33,194
+566
| +2% | +$59.3K | 2.29% | 2 |
|
|
2021
Q2 | $3.38M | Sell |
32,628
-1,787
| -5% | -$182K | 2.17% | 2 |
|
|
2021
Q1 | $3.35M | Sell |
34,415
-1,048
| -3% | -$101K | 2.05% | 3 |
|
|
2020
Q4 | $2.86M | Hold |
35,463
| – | – | 2.25% | 3 |
|
|
2020
Q3 | $2.86M | Buy |
35,463
+3,147
| +10% | +$253K | 2.24% | 3 |
|
|
2020
Q2 | $2.42M | Buy |
32,316
+9,127
| +39% | +$643K | 2% | 4 |
|
|
2020
Q1 | $1.46M | Sell |
23,189
-592
| -2% | -$44.6K | 1.48% | 9 |
|
|
2019
Q4 | $1.93M | Buy |
23,781
+11,456
| +93% | +$891K | 1.36% | 9 |
|
|
2019
Q3 | $922K | Buy |
12,325
+514
| +4% | +$38.4K | 0.72% | 33 |
|
|
2019
Q2 | $888K | Buy |
11,811
+5
| +0% | +$371 | 0.69% | 35 |
|
|
2019
Q1 | $864K | Buy |
11,806
+143
| +1% | +$10.1K | 0.71% | 33 |
|
|
2018
Q4 | $884K | Hold |
11,663
| – | – | 0.71% | 39 |
|
|
2018
Q3 | $884K | Buy |
11,663
+3,400
| +41% | +$256K | 0.7% | 39 |
|
|
2018
Q2 | $606K | Buy |
8,263
+288
| +4% | +$21.5K | 0.54% | 53 |
|
|
2018
Q1 | $587K | Sell |
7,975
-57
| -0.7% | -$4.32K | 0.54% | 53 |
|
|
2017
Q4 | $596K | Buy |
8,032
+2,772
| +53% | +$201K | 0.53% | 54 |
|
|
2017
Q3 | $372K | Buy |
5,260
+1,200
| +30% | +$83.2K | 0.35% | 81 |
|
|
2017
Q2 | $274K | Hold |
4,060
| – | – | 0.27% | 108 |
|
|
2017
Q1 | $265K | Buy |
+4,060
| New | +$260K | 0.28% | 100 |
|
Other funds holding VT
RIM
CA
Ridgewood Investments's VT Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 26,523 shares worth $3.67M. The stake represents 1.5% of the portfolio and ranks #10 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in VT as recently as Q3 2025.
Ridgewood Investments first reported a position in VT in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.82M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.
- Ridgewood Investments held 26,523 shares of Vanguard Total World Stock ETF worth $3.67M as of Q1 2026.
- Vanguard Total World Stock ETF was a new Ridgewood Investments position in Q1 2026.
- Vanguard Total World Stock ETF made up 1.5% of Ridgewood Investments's portfolio in Q1 2026, its #10 holding.
- Ridgewood Investments first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 36 quarters since.
- Ridgewood Investments's Vanguard Total World Stock ETF position peaked at $3.82M in Q3 2025.
- 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.