VGSH β€” VANGUARD SHORT-TERM TREASURY ETF

Ownership history in Salomon & Ludwin, LLC  Β·  13 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported VANGUARD SHORT-TERM TREASURY ETF (VGSH) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.22% in 2025 Q1. The latest visible filing shows VGSH at 2.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in VANGUARD SHORT-TERM TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VGSH was reported at 2.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Salomon & Ludwin, LLC held VGSH β€” position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 403,889 +18,158 +4.7% 2.10% $23.7M 2026-02-14 (Est.) $58.72
2025 Q3 ADDED 385,731 +12,274 +3.3% 2.04% $22.7M 2025-10-21 $58.02
2025 Q2 ADDED 373,457 +18,006 +5.1% 2.16% $21.9M 2025-07-29 $57.12
2025 Q1 ADDED 355,451 +17,997 +5.3% 2.22% $20.9M 2025-04-28 $56.79
2024 Q4 ADDED 337,454 +4,198 +1.3% 2.08% $19.6M 2025-01-30 $55.77
2024 Q3 ADDED 333,256 +27,077 +8.8% 2.00% $19.7M 2024-10-24 $55.29
2024 Q2 REDUCED 306,179 -128,895 -29.6% 1.99% $17.8M 2024-07-25 $54.44
2024 Q1 ADDED 435,074 +101,555 +30.4% 2.17% $25.3M 2024-05-02 $53.52
2023 Q4 UNCHANGED 333,519 β€” 0% 2.05% $19.6M 2024-02-07 $53.44
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and VGSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning VGSH?

Salomon & Ludwin, LLC reported VGSH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGSH position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for VGSH was 2.22% in 2025 Q1.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 403,889 shares, equal to 2.10% of portfolio, with an estimated market value of $23.7M.

What does the chart on this VGSH ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly VGSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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