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Oak Harvest Investment Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Oak Harvest Investment Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$450K Sell
1,216
-588
-33% -$210K 0.04% 125
2026
Q1 		$579K Sell
1,804
-151
-8% -$50.7K 0.06% 119
2025
Q4 		$656K Buy
1,955
+227
+13% +$75.5K 0.07% 123
2025
Q3 		$567K Buy
1,728
+83
+5% +$26.2K 0.07% 128
2025
Q2 		$500K Buy
1,645
+108
+7% +$30.4K 0.06% 125
2025
Q1 		$422K Sell
1,537
-85
-5% -$24.7K 0.06% 111
2024
Q4 		$470K Buy
1,622
+2
+0.1% +$584 0.07% 121
2024
Q3 		$459K Buy
1,620
+7
+0.4% +$1.91K 0.07% 111
2024
Q2 		$431K Sell
1,613
-626
-28% -$162K 0.07% 101
2024
Q1 		$582K Buy
2,239
+524
+31% +$130K 0.1% 97
2023
Q4 		$407K Buy
+1,715
New +$379K 0.08% 96
2023
Q3 		– Sell
-954
Closed -$210K – 122
2023
Q2 		$210K Sell
954
-242
-20% -$50.5K 0.05% 108
2023
Q1 		$244K Sell
1,196
-13
-1% -$2.6K 0.06% 98
2022
Q4 		$231K Sell
1,209
-129
-10% -$24.9K 0.06% 86
2022
Q3 		$240K Sell
1,338
-129
-9% -$25.7K 0.06% 87
2022
Q2 		$277K Sell
1,467
-104
-7% -$21.4K 0.07% 77
2022
Q1 		$358K Sell
1,571
-1,501
-49% -$338K 0.09% 69
2021
Q4 		$742K Buy
+3,072
New +$725K 0.18% 62
2021
Q1 		– Sell
-1,140
Closed -$222K – 77
2020
Q4 		$222K Buy
+1,140
New +$208K 0.1% 68

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Oak Harvest Investment Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 33% in Q2 2026, selling an estimated $210K and leaving 1,216 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #125.

Oak Harvest Investment Services first reported a position in VTI in Q4 2020 and has held it in 19 quarters since. The position peaked at $742K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Oak Harvest Investment Services held 1,216 shares of Vanguard Total Stock Market ETF worth $450K as of Q2 2026.
  • Oak Harvest Investment Services sold 588 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $210K.
  • Vanguard Total Stock Market ETF made up 0.04% of Oak Harvest Investment Services's portfolio in Q2 2026, its #125 holding.
  • Oak Harvest Investment Services first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 19 quarters since.
  • Oak Harvest Investment Services's Vanguard Total Stock Market ETF position peaked at $742K in Q4 2021.
  • 1,450 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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