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Disclosery

Bull Oak Capital, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bull Oak Capital, LLC on VTI, newest first. How the timeline and the estimate are built.

Bull Oak Capital, LLC held 6,721 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,721 shares
    Change vs previous 13F -42,304 shares

    0.83% of the 13F portfolio, value $2,487,039.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,025 shares
    Change vs previous 13F +2,304 shares

    6.04% of the 13F portfolio, value $15,727,710.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,721 shares
    Change vs previous 13F +809 shares

    6.4% of the 13F portfolio, value $15,664,150.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,912 shares
    Change vs previous 13F +4,956 shares

    6.4% of the 13F portfolio, value $15,066,941.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,956 shares
    Change vs previous 13F +40,956 shares

    5.67% of the 13F portfolio, value $12,447,757.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -707 shares

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 707 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $204,751.

    13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 706 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $199,962.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).