VUG — 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 (VUG). 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
2.74% (2025 Q4)
Avg. % of fund
2.03%
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 46,470 -2,596 -5.3% 2.74% $22.7M $487.86
2025 Q3 REDUCED 49,066 -1,240 -2.5% 2.73% $23.5M $479.12
2025 Q2 ADDED 50,306 +10,684 +27.0% 2.73% $22.1M $437.49
2025 Q1 ADDED 39,622 +11,031 +38.6% 1.97% $14.7M $369.62
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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