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Oak Harvest Investment Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Oak Harvest Investment Services’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 		$74.7M Buy
1,284,004
+56,727
+5% +$3.31M 6.98% 1
2026
Q1 		$71.8M Buy
1,227,277
+273,755
+29% +$16.1M 7.5% 1
2025
Q4 		$56M Buy
953,522
+73,943
+8% +$4.35M 6.11% 1
2025
Q3 		$51.8M Buy
879,579
+27,238
+3% +$1.6M 6.04% 1
2025
Q2 		$50.1M Buy
852,341
+23,701
+3% +$1.39M 6.28% 1
2025
Q1 		$48.6M Buy
828,640
+36,431
+5% +$2.13M 6.79% 1
2024
Q4 		$46.1M Buy
792,209
+32,662
+4% +$1.91M 6.42% 1
2024
Q3 		$44.8M Sell
759,547
-89,634
-11% -$5.25M 6.43% 1
2024
Q2 		$49.2M Buy
849,181
+28,021
+3% +$1.62M 7.64% 1
2024
Q1 		$47.7M Buy
821,160
+121,454
+17% +$7.06M 7.79% 1
2023
Q4 		$40.8M Buy
699,706
+22,837
+3% +$1.32M 8.15% 1
2023
Q3 		$39M Buy
676,869
+29,179
+5% +$1.68M 8.25% 1
2023
Q2 		$37.4M Buy
647,690
+113,393
+21% +$6.6M 8.38% 1
2023
Q1 		$31.3M Buy
534,297
+96,993
+22% +$5.63M 7.21% 2
2022
Q4 		$25.3M Sell
437,304
-6,340
-1% -$366K 6.58% 2
2022
Q3 		$25.6M Buy
443,644
+18,745
+4% +$1.1M 6.84% 2
2022
Q2 		$25M Buy
424,899
+34,717
+9% +$2.05M 6.74% 2
2022
Q1 		$23.1M Buy
390,182
+41,078
+12% +$2.47M 5.72% 3
2021
Q4 		$21.2M Buy
349,104
+43,668
+14% +$2.67M 5.27% 3
2021
Q3 		$18.8M Buy
305,436
+59,540
+24% +$3.66M 5.47% 3
2021
Q2 		$15.1M Buy
245,896
+16,043
+7% +$987K 4.98% 3
2021
Q1 		$14.1M Sell
229,853
-6,267
-3% -$386K 5.41% 3
2020
Q4 		$14.5M Buy
+236,120
New +$14.6M 6.24% 2

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Oak Harvest Investment Services's VGSH Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.6% in Q2 2026, buying an estimated $3.31M and bringing the position to 1,284,004 shares worth $74.7M. The position accounts for 6.98% of the portfolio, ranked #1.

Oak Harvest Investment Services first reported a position in VGSH in Q4 2020 and has held it in 23 quarters since. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Oak Harvest Investment Services held 1,284,004 shares of Vanguard Short-Term Treasury ETF worth $74.7M as of Q2 2026.
  • Oak Harvest Investment Services bought 56,727 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.31M.
  • Vanguard Short-Term Treasury ETF made up 6.98% of Oak Harvest Investment Services's portfolio in Q2 2026, its #1 holding.
  • Oak Harvest Investment Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.