VTV — VANGUARD INDEX 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 INDEX FDS (VTV). 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
2.7% (2025 Q4)
Avg. % of fund
1.99%
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 116,982 -3,228 -2.7% 2.70% $22.3M $190.99
2025 Q3 REDUCED 120,210 -2,378 -1.9% 2.60% $22.4M $185.53
2025 Q2 ADDED 122,588 +36,017 +41.6% 2.68% $21.7M $174.94
2025 Q1 ADDED 86,571 +18,290 +26.8% 2.00% $15.0M $170.05
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTV price (monthly, adj. close)

Other funds also holding VTV

As of 2025 Q4 — sorted by position size

Euclidean Capital LLC 3Y 26.88% Dougherty Wealth Advisers LLC 3Y 7Y 24.1% GOLDEN ROAD ADVISORS LLC 23.81% Thrive Wealth Management, LLC 3Y 23.34% Arbor Wealth Advisors LLC 22.9% Mountain Capital Investment Advisors Inc. 3Y 7Y 21.78% Brickley Wealth Management 3Y 7Y 20.65% Mill Creek Capital Advisors, LLC 3Y 20.32% Fee-Only Financial Planning, L.C. 3Y 18.55% Trust Co of Tennessee 18.26%
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