Oak Family Advisors, LLC Vanguard Transaction History

Oak Family Advisors, LLC

$370 Million
Q3 2025

A detailed history of Oak Family Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Oak Family Advisors, LLC holds 46,884 shares of VGSH stock, worth $2.75 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

46,884

Previous 43,022 8.98%

Holding current value

$2.75 Million

Previous $2.53 Million 9.18%

% of portfolio

0.75%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$58.43 - $58.88 $225,656 - $227,394	3,862 Added 8.98%	46,884 $2.76 Million
Q2 2025 Jul 17, 2025	BUY	$58.32 - $58.95 $413,955 - $418,427	7,098 Added 19.76%	43,022 $2.53 Million
Q1 2025 Apr 15, 2025	BUY	$58.07 - $58.69 $245,752 - $248,376	4,232 Added 13.35%	35,924 $2.11 Million
Q4 2024 Jan 24, 2025	BUY	$58.02 - $58.88 $1.04 Million - $1.06 Million	17,972 Added 130.99%	31,692 $1.84 Million
Q3 2024 Oct 17, 2024	BUY	$57.74 - $59.13 $274,265 - $280,867	4,750 Added 52.95%	13,720 $809,000

Q2 2024 Jul 23, 2024	BUY	$57.55 - $58.0 $196,418 - $197,954	3,413 Added 61.42%	8,970 $520,000
Q1 2024 Apr 24, 2024	BUY	$57.88 - $58.54 $321,639 - $325,306	5,557 New	5,557 $322,000
Q4 2021 Feb 02, 2022	SELL	$60.79 - $61.43 $607,900 - $614,300	-10,000 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$61.41 - $61.64 $614,100 - $616,400	10,000 New	10,000 $614,000

Others Institutions Holding VGSH

# of Institutions

1,073

Shares Held

269M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Oak Family Advisors, LLC Vanguard Transaction History