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Vanguard Value ETF shares owned by Oak Root

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Oak Root from 13F filings

Historical chart of Oak Root investment in Vanguard Value ETF

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All positions including Vanguard Value ETF held by Oak Root consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Oak Root

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 120k 186.49
2025-06-30 $22M 123k 176.74
2025-03-31 $15M 87k 172.74
2024-12-31 $12M 68k 169.30
2024-09-30 $13M 73k 174.57
2024-06-30 $12M 74k 160.41
2024-03-31 $12M 71k 162.86
2023-12-31 $8.4M 56k 149.50

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)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Oak Root

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF