Oakmont Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$932K Buy
16,008
+5,323
+50% +$310K 0.78% 26
2026
Q1
$626K Sell
10,685
-3,649
-25% -$214K 0.64% 39
2025
Q4
$842K Buy
+14,334
New +$843K 0.9% 25

Other funds holding VGSH

Oakmont Advisory Group's VGSH Position: Q2 2026 in Review

Oakmont Advisory Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 50% in Q2 2026, buying an estimated $310K and bringing the position to 16,008 shares worth $932K. The position accounts for 0.78% of the portfolio, ranked #26.

Oakmont Advisory Group first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Oakmont Advisory Group held 16,008 shares of Vanguard Short-Term Treasury ETF worth $932K as of Q2 2026.
  • Oakmont Advisory Group bought 5,323 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $310K.
  • Vanguard Short-Term Treasury ETF made up 0.78% of Oakmont Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Oakmont Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.