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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 47,267 | -2,140 | -4.3% | 0.52% | $4.3M | $90.86 |
| 2025 Q3 | REDUCED | 49,407 | -647 | -1.3% | 0.51% | $4.4M | $88.48 |
| 2025 Q2 | ADDED | 50,054 | +5,572 | +12.5% | 0.56% | $4.5M | $88.66 |
| 2025 Q1 | REDUCED | 44,482 | -22,629 | -33.7% | 0.49% | $3.7M | $81.10 |
| 2024 Q4 | REDUCED | 67,111 | -6,693 | -9.1% | 0.70% | $5.4M | $77.74 |
| 2024 Q3 | REDUCED | 73,804 | -226 | -0.3% | 0.82% | $6.5M | $85.52 |
| 2024 Q2 | ADDED | 74,030 | +17,536 | +31.0% | 0.80% | $6.0M | $78.46 |
| 2024 Q1 | INITIATED | 56,494 | — | — | 0.68% | $4.5M | — |
As of 2025 Q4 — sorted by position size