Oak Family Advisors, LLC Vanguard Total World Stk Index Transaction History
Oak Family Advisors, LLC
- $284 Million
- Q1 2025
A detailed history of Oak Family Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Oak Family Advisors, LLC holds 2,548 shares of VT stock, worth $283,286. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,548
Previous 2,883
11.62%
Holding current value
$283,286
Previous $338,000
12.72%
% of portfolio
0.1%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding VT
# of Institutions
1,099Shares Held
99.8MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.47 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$512 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$497 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$344 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$269 Million0.79% of portfolio