VIGI VANGUARD WHITEHALL FDS

Ownership history in Oak Root LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Oak Root LLC reported a position in VANGUARD WHITEHALL FDS (VIGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.82% (2024 Q3)
Avg. % of fund
0.64%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,267 -2,140 -4.3% 0.52% $4.3M $91.45
2025 Q3 REDUCED 49,407 -647 -1.3% 0.51% $4.4M $89.05
2025 Q2 ADDED 50,054 +5,572 +12.5% 0.56% $4.5M $89.24
2025 Q1 REDUCED 44,482 -22,629 -33.7% 0.49% $3.7M $81.63
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIGI price (monthly, adj. close)
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