Bull Oak Capital »

Vanguard Total Stock Mkt Index shares owned by Bull Oak Capital

Quarter-by-quarter ownership of Vanguard Total Stock Mkt Index (VTSAX) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in Vanguard Total Stock Mkt Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Mkt Index held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Mkt Index by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $97k 705 137.82
2024-06-30 $91k 700 130.28
2024-03-31 $89k 700 126.63
2023-12-31 $6.1M 53k 115.49
2023-09-30 $72k 695 103.38

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Vanguard Short Term Bond Etf Etf (BSV)
Vanguard Index Funds Vanguard Growth Etf Etf (VUG)
Vanguard Index Funds Vanguard Value Etf Etf (VTV)
Ishares Bitcoin Tr Shs Etf Etf (IBIT)

View all positions for Bull Oak Capital

Top funds holding Vanguard Total Stock Mkt Index

Garde Capital
Fulton Bank, NA
Williams Jones Wealth Management
North Star Asset Management
Silvercrest Asset Management Group
Hemenway Trust Company
Ferguson Wellman Capital Management
Financial Gravity Companies
Financial Gravity Wealth
Professional Advisory Services
First Merchants Bank, National Association
Lester Murray Antman dba SimplyRich
Rowland & Co Investment Counsel
RiverFront Investment Group
Coston, McIsaac & Partners

View all funds holding Vanguard Total Stock Mkt Index