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 INDEX FDS (VOO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 53,303 | -7,884 | -12.9% | 4.04% | $33.4M | $627.13 |
| 2025 Q3 | REDUCED | 61,187 | -1,408 | -2.2% | 4.34% | $37.5M | $610.65 |
| 2025 Q2 | REDUCED | 62,595 | -588 | -0.9% | 4.40% | $35.6M | $564.81 |
| 2025 Q1 | REDUCED | 63,183 | -2,079 | -3.2% | 4.35% | $32.5M | $509.43 |
As of 2025 Q4 — sorted by position size