Oak Family Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Oak Family Advisors’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	$7.39M	Sell	126,975 -6,454	-5%	-$376K	1.89%	17
2026 Q1	$7.81M	Buy	133,429 +83,299	+166%	+$4.89M	2.2%	15
2025 Q4	$2.94M	Buy	50,130 +3,246	+7%	+$191K	0.81%	40
2025 Q3	$2.76M	Buy	46,884 +3,862	+9%	+$227K	0.69%	43
2025 Q2	$2.53M	Buy	43,022 +7,098	+20%	+$416K	0.8%	39
2025 Q1	$2.11M	Buy	35,924 +4,232	+13%	+$247K	0.71%	40
2024 Q4	$1.84M	Buy	31,692 +17,972	+131%	+$1.05M	0.67%	47
2024 Q3	$810K	Buy	13,720 +4,750	+53%	+$278K	0.25%	75
2024 Q2	$520K	Buy	8,970 +3,413	+61%	+$197K	0.18%	88
2024 Q1	$323K	Buy	+5,557	New	+$323K	0.12%	95
2021 Q4	–	Sell	-10,000	Closed	-$614K	–	158
2021 Q3	$614K	Hold	10,000	–	–	0.22%	67
2021 Q2	$614K	Buy	+10,000	New	+$615K	0.26%	57

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

Oak Family Advisors's VGSH Position: Q2 2026 in Review

Oak Family Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.8% in Q2 2026, selling an estimated $376K and leaving 126,975 shares worth $7.39M. The position accounts for 1.89% of the portfolio, ranked #17.

Oak Family Advisors first reported a position in VGSH in Q2 2021 and has held it in 12 quarters since. The position peaked at $7.81M in Q1 2026. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Oak Family Advisors held 126,975 shares of Vanguard Short-Term Treasury ETF worth $7.39M as of Q2 2026.
Oak Family Advisors sold 6,454 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $376K.
Vanguard Short-Term Treasury ETF made up 1.89% of Oak Family Advisors's portfolio in Q2 2026, its #17 holding.
Oak Family Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and has held it in 12 quarters since.
Oak Family Advisors's Vanguard Short-Term Treasury ETF position peaked at $7.81M in Q1 2026.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.