Ridgewood Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.41M | Sell |
3,802
-145
| -4% | -$51.8K | 0.53% | 56 |
|
|
2026
Q1 | $1.27M | Buy |
+3,947
| New | +$1.32M | 0.52% | 54 |
|
|
2025
Q3 | $1.44M | Buy |
4,394
+98
| +2% | +$31K | 0.61% | 47 |
|
|
2025
Q2 | $1.31M | Sell |
4,296
-69
| -2% | -$19.4K | 0.56% | 51 |
|
|
2025
Q1 | $1.2M | Sell |
4,365
-323
| -7% | -$93.8K | 0.56% | 46 |
|
|
2024
Q4 | $1.36M | Sell |
4,688
-250
| -5% | -$72.9K | 0.66% | 34 |
|
|
2024
Q3 | $1.4M | Sell |
4,938
-274
| -5% | -$74.7K | 0.7% | 31 |
|
|
2024
Q2 | $1.39M | Sell |
5,212
-1,028
| -16% | -$266K | 0.7% | 35 |
|
|
2024
Q1 | $1.62M | Sell |
6,240
-126
| -2% | -$31.2K | 0.86% | 27 |
|
|
2023
Q4 | $1.51M | Buy |
6,366
+31
| +0.5% | +$6.85K | 0.89% | 22 |
|
|
2023
Q3 | $1.35M | Sell |
6,335
-144
| -2% | -$31.9K | 0.88% | 25 |
|
|
2023
Q2 | $1.43M | Sell |
6,479
-23
| -0.4% | -$4.8K | 0.81% | 22 |
|
|
2023
Q1 | $1.33M | Buy |
6,502
+731
| +13% | +$146K | 0.81% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
5,771
+1
| +0% | +$193 | 0.78% | 31 |
|
|
2022
Q3 | $1.04M | Buy |
5,770
+1
| +0% | +$199 | 0.86% | 26 |
|
|
2022
Q2 | $1.09M | Buy |
5,769
+101
| +2% | +$20.8K | 0.86% | 26 |
|
|
2022
Q1 | $1.29M | Buy |
5,668
+35
| +0.6% | +$7.87K | 0.85% | 21 |
|
|
2021
Q4 | $1.36M | Hold |
5,633
| – | – | 0.86% | 25 |
|
|
2021
Q3 | $1.25M | Buy |
5,633
+1
| +0% | +$228 | 0.85% | 28 |
|
|
2021
Q2 | $1.25M | Sell |
5,632
-505
| -8% | -$110K | 0.81% | 30 |
|
|
2021
Q1 | $1.27M | Sell |
6,137
-6,001
| -49% | -$1.21M | 0.78% | 31 |
|
|
2020
Q4 | $2.07M | Hold |
12,138
| – | – | 1.63% | 6 |
|
|
2020
Q3 | $2.07M | Sell |
12,138
-274
| -2% | -$46.1K | 1.62% | 6 |
|
|
2020
Q2 | $1.94M | Sell |
12,412
-363
| -3% | -$53.5K | 1.61% | 5 |
|
|
2020
Q1 | $1.65M | Sell |
12,775
-1,453
| -10% | -$225K | 1.67% | 6 |
|
|
2019
Q4 | $2.33M | Buy |
14,228
+598
| +4% | +$93.7K | 1.65% | 5 |
|
|
2019
Q3 | $2.06M | Buy |
13,630
+146
| +1% | +$22K | 1.6% | 5 |
|
|
2019
Q2 | $2.02M | Sell |
13,484
-205
| -1% | -$30.2K | 1.58% | 5 |
|
|
2019
Q1 | $1.98M | Buy |
13,689
+1,095
| +9% | +$153K | 1.63% | 6 |
|
|
2018
Q4 | $1.89M | Hold |
12,594
| – | – | 1.5% | 9 |
|
|
2018
Q3 | $1.89M | Buy |
12,594
+1,907
| +18% | +$281K | 1.5% | 9 |
|
|
2018
Q2 | $1.5M | Buy |
10,687
+4,136
| +63% | +$577K | 1.34% | 12 |
|
|
2018
Q1 | $889K | Buy |
6,551
+18
| +0.3% | +$2.52K | 0.82% | 31 |
|
|
2017
Q4 | $897K | Buy |
6,533
+417
| +7% | +$55.8K | 0.8% | 33 |
|
|
2017
Q3 | $792K | Buy |
6,116
+1,359
| +29% | +$172K | 0.76% | 32 |
|
|
2017
Q2 | $592K | Buy |
4,757
+20
| +0.4% | +$2.46K | 0.59% | 44 |
|
|
2017
Q1 | $575K | Buy |
4,737
+223
| +5% | +$26.7K | 0.62% | 44 |
|
|
2016
Q4 | $520K | Buy |
+4,514
| New | +$508K | 0.61% | 46 |
|
Other funds holding VTI
RIM
WI
Ridgewood Investments's VTI Position: Q2 2026 in Review
Ridgewood Investments reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, selling an estimated $51.8K and leaving 3,802 shares worth $1.41M. The position accounts for 0.53% of the portfolio, ranked #56.
Ridgewood Investments first reported a position in VTI in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.33M in Q4 2019. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Ridgewood Investments held 3,802 shares of Vanguard Morningstar Total Stock Market ETF worth $1.41M as of Q2 2026.
- Ridgewood Investments sold 145 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $51.8K.
- Vanguard Morningstar Total Stock Market ETF made up 0.53% of Ridgewood Investments's portfolio in Q2 2026, its #56 holding.
- Ridgewood Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
- Ridgewood Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $2.33M in Q4 2019.
- 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.