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Disclosery

Oak Root LLC: VUG position timeline

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

Oak Root LLC held 330,492 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 330,492 shares
    Change vs previous 13F 0 shares

    3.28% of the 13F portfolio, value $29,780,634.

    13F-HR 0002085853-26-001140 filed by Oak Root LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 330,492 shares
    Change vs previous 13F +280,089 shares

    3.14% of the 13F portfolio, value $28,468,581.

    13F-HR 0002085853-26-000708 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 50,403 shares
    Change vs previous 13F +3,933 shares

    2.68% of the 13F portfolio, value $22,015,526.

    13F-HR 0002085853-26-000342 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 46,470 shares
    Change vs previous 13F -2,596 shares

    2.74% of the 13F portfolio, value $22,670,854.

    13F-HR 0002085853-26-000048 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,066 shares
    Change vs previous 13F -1,240 shares

    2.73% of the 13F portfolio, value $23,532,544.

    13F-HR 0002085853-25-000090 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 50,306 shares
    Change vs previous 13F +10,684 shares

    2.73% of the 13F portfolio, value $22,054,150.

    13F-HR 0001667731-25-000801 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 39,622 shares
    Change vs previous 13F +11,031 shares

    1.97% of the 13F portfolio, value $14,692,630.

    13F-HR 0001667731-25-000399 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,591 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $11,734,890.

    13F-HR 0001667731-25-000189 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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