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Disclosery

Bull Oak Capital, LLC: VUG position timeline

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

Bull Oak Capital, LLC held 17,886 VUG 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 17,886 shares
    Change vs previous 13F +14,905 shares

    0.51% of the 13F portfolio, value $1,540,700.

    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 2,981 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,302,071.

    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 2,981 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,454,311.

    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 2,981 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,429,717.

    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 2,981 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,306,870.

    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 2,981 shares
    Change vs previous 13F -3 shares

    0.6% of the 13F portfolio, value $1,105,421.

    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).

  7. period ended2024-12-31
    13F 2,984 shares
    Change vs previous 13F +3 shares

    0.68% of the 13F portfolio, value $1,224,866.

    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 2,981 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,144,318.

    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).