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.
| 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 |
| 2024 Q4 | REDUCED | 43,102 | -8,338 | -16.2% | 1.07% | $8.2M | $187.71 |
| 2024 Q3 | REDUCED | 51,440 | -267 | -0.5% | 1.18% | $9.4M | $179.28 |
| 2024 Q2 | ADDED | 51,707 | +5,525 | +12.0% | 1.16% | $8.7M | $165.83 |
| 2024 Q1 | INITIATED | 46,182 | — | — | 1.15% | $7.6M | — |
As of 2025 Q4 — sorted by position size