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Oak Harvest Investment Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Oak Harvest Investment Services’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Sell
37,858
-58
-0.2% -$2.92K 0.18% 95
2026
Q1 		$1.89M Buy
37,916
+8,204
+28% +$408K 0.2% 96
2025
Q4 		$1.47M Buy
29,712
+3,329
+13% +$166K 0.16% 103
2025
Q3 		$1.34M Sell
26,383
-157
-0.6% -$7.9K 0.16% 104
2025
Q2 		$1.33M Buy
26,540
+3,205
+14% +$160K 0.17% 103
2025
Q1 		$1.16M Buy
23,335
+4,078
+21% +$200K 0.16% 94
2024
Q4 		$932K Buy
19,257
+3,276
+20% +$160K 0.13% 103
2024
Q3 		$788K Buy
15,981
+3,897
+32% +$190K 0.11% 98
2024
Q2 		$587K Buy
12,084
+2,658
+28% +$128K 0.09% 97
2024
Q1 		$451K Buy
9,426
+1,137
+14% +$54.1K 0.07% 100
2023
Q4 		$394K Buy
8,289
+2,923
+54% +$138K 0.08% 97
2023
Q3 		$254K Buy
+5,366
New +$254K 0.05% 99
2023
Q2 		– Sell
-11,439
Closed -$547K – 123
2023
Q1 		$547K Buy
11,439
+2,497
+28% +$118K 0.13% 82
2022
Q4 		$418K Buy
8,942
+371
+4% +$17.7K 0.11% 73
2022
Q3 		$412K Buy
8,571
+117
+1% +$5.8K 0.11% 71
2022
Q2 		$424K Sell
8,454
-83
-1% -$4.2K 0.11% 68
2022
Q1 		$437K Buy
8,537
+1,113
+15% +$57.1K 0.11% 65
2021
Q4 		$382K Buy
7,424
+292
+4% +$15.2K 0.09% 67
2021
Q3 		$375K Buy
7,132
+65
+0.9% +$3.41K 0.11% 65
2021
Q2 		$370K Hold
7,067
– – 0.12% 66
2021
Q1 		$364K Buy
7,067
+13
+0.2% +$668 0.14% 65
2020
Q4 		$360K Buy
+7,054
New +$359K 0.15% 60

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

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

Oak Harvest Investment Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.15% in Q2 2026, selling an estimated $2.92K and leaving 37,858 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #95.

Oak Harvest Investment Services first reported a position in VTIP in Q4 2020 and has held it in 22 quarters since. 338 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Oak Harvest Investment Services held 37,858 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.9M as of Q2 2026.
  • Oak Harvest Investment Services sold 58 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.92K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.18% of Oak Harvest Investment Services's portfolio in Q2 2026, its #95 holding.
  • Oak Harvest Investment Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 22 quarters since.
  • 338 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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