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Vanguard S&p 500 Etf idx shares owned by Oak Root

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Oak Root from 13F filings

Historical chart of Oak Root investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Oak Root consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Oak Root

Quarter filed Position value Share count Share price at filing
2024-06-30 $39M 77k 500.13
2024-03-31 $38M 78k 480.70
2023-12-31 $28M 65k 436.80

More positions owned by Oak Root

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

View all positions for Oak Root

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Acorns Advisers
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx