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Vanguard World shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Vanguard World

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All positions including Vanguard World held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 5.0k 64.88
2024-06-30 $311k 5.0k 62.06
2023-12-31 $318k 5.0k 63.38
2023-09-30 $589k 9.9k 59.39

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
iShares S&P SmallCap 600 Index (Principal) (IJR)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Netflix (Principal) (NFLX)
Facebook Inc cl a (Principal) (META)
Chevron Corporation (Principal) (CVX)
Amazon (Principal) (AMZN)
Merck & Co (Principal) (MRK)

View all positions for Live Oak Investment Partners

Top funds holding Vanguard World

Vanguard Group
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Branch Banking & Trust Company
SageView Advisory Group
DeDora Capital
Modera Wealth Management
Hanson & Doremus Investment Management
Adviser Investments
Old Mission Capital
Mariner Wealth Advisors
Jane Street
Goss Wealth Management
HPM Partners
Stewardship Advisors

View all funds holding Vanguard World