SEC 13F Intelligence

Bull Oak Capital, LLC / VO

Bull Oak Capital, LLC’s Vanguard Index Fds Position

Does Bull Oak Capital, LLC own Vanguard Index Fds (VO)? Yes — 9.4K shares worth $3M (+1.04% of its 13F portfolio) as of Q1 2026, down from 9.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.4K
% of Portfolio
+1.04%
Quarters Held
10
currently held

Position History VO

Reported value by quarter
Q4 ’23: $23,141Q4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $4MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.4K$3M+1.04%
Q4 20259.8K$3M+1.16%
Q3 202510.6K$3M+1.32%
Q2 202514.3K$4M+1.82%
Q1 202527.7K$7M+3.91%
Q4 202426.7K$7M+3.92%
Q3 202425.5K$7M+3.87%
Q2 202424.8K$6M+3.87%
Q1 202420.8K$5M+3.49%
Q4 202399$23,141+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of VO.