VXF — 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 (VXF). 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
1.18% (2024 Q3)
Avg. % of fund
0.81%
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 10,245 -1,467 -12.5% 0.26% $2.1M $209.12
2025 Q3 REDUCED 11,712 -301 -2.5% 0.28% $2.5M $208.69
2025 Q2 REDUCED 12,013 -36,739 -75.4% 0.29% $2.3M $191.59
2025 Q1 ADDED 48,752 +5,650 +13.1% 1.13% $8.4M $170.78
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXF price (monthly, adj. close)

Other funds also holding VXF

As of 2025 Q4 — sorted by position size

Tenon Financial LLC 20.16% ACT WEALTH MANAGEMENT, LLC 3Y 13.91% MARQUETTE ASSOCIATES, INC. 12.47% Gleason Group, Inc. 3Y 12.47% Plante Moran Financial Advisors, LLC 3Y 7Y 10.12% Clifford Group, LLC 3Y 8.67% BRIGHTON SECURITIES CORP. 8.43% FC Advisory LLC 3Y 7Y 7.93% Van Cleef Asset Management,Inc 3Y 7Y 7.4% MAYPORT, LLC 3Y 7.33%
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