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.
| 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 |
| 2024 Q4 | REDUCED | 28,591 | -4,392 | -13.3% | 1.53% | $11.7M | $408.58 |
| 2024 Q3 | REDUCED | 32,983 | -83 | -0.3% | 1.60% | $12.7M | $381.70 |
| 2024 Q2 | ADDED | 33,066 | +5,089 | +18.2% | 1.65% | $12.4M | $371.40 |
| 2024 Q1 | INITIATED | 27,977 | — | — | 1.31% | $8.7M | — |
As of 2025 Q4 — sorted by position size