Oak Harbor Wealth Partners
VGSH icon

Oak Harbor Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Oak Harbor Wealth Partners’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
Q3 		$206K Sell
3,576
-229
-6% -$13.3K 0.08% 156
2026
Q2 		$221K Buy
3,805
+1,205
+46% +$70.2K 0.08% 149
2026
Q1 		$152K Buy
2,600
+1,691
+186% +$99.3K 0.04% 202
2025
Q4 		$53.4K Buy
+909
New +$53.4K 0.01% 221

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AT
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Citigroup
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TD Private Client Wealth
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Blue Trust Inc
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Valmark Advisers
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Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Patten & Patten
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Oak Harbor Wealth Partners's VGSH Position: Q3 2026 in Review

Oak Harbor Wealth Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 6% in Q3 2026, selling an estimated $13.3K and leaving 3,576 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #156.

Oak Harbor Wealth Partners first reported a position in VGSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $221K in Q2 2026. 708 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Oak Harbor Wealth Partners held 3,576 shares of Vanguard Short-Term Treasury ETF worth $206K as of Q3 2026.
  • Oak Harbor Wealth Partners sold 229 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $13.3K.
  • Vanguard Short-Term Treasury ETF made up 0.08% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #156 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Oak Harbor Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $221K in Q2 2026.
  • 708 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.