Oak Root LLC’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Oak Root LLC’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-47,267	Closed	-$4.32M	–	11
2025 Q4	$4.32M	Sell	47,267 -2,140	-4%	-$194K	0.52%	10
2025 Q3	$4.43M	Sell	49,407 -647	-1%	-$57.7K	0.51%	10
2025 Q2	$4.51M	Buy	50,054 +5,572	+13%	+$481K	0.56%	10
2025 Q1	$3.69M	Sell	44,482 -22,629	-34%	-$1.88M	0.49%	11
2024 Q4	$5.37M	Sell	67,111 -6,693	-9%	-$562K	0.7%	11
2024 Q3	$6.52M	Sell	73,804 -226	-0.3%	-$19.2K	0.82%	11
2024 Q2	$6.02M	Buy	74,030 +11,109	+18%	+$892K	0.8%	11
2024 Q1	$5.13M	Buy	62,921 +6,427	+11%	+$515K	0.69%	12
2023 Q4	$4.48M	Buy	+56,494	New	+$4.16M	0.68%	12

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oak Root LLC's VIGI Position: Q1 2026 in Review

Oak Root LLC sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2026, closing a stake of 47,267 shares — an estimated $4.32M sold.

Oak Root LLC first reported a position in VIGI in Q4 2023 and held it in 9 quarters. The position peaked at $6.52M in Q3 2024. 590 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

Oak Root LLC reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Oak Root LLC sold 47,267 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $4.32M.
Oak Root LLC first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2023 and held it in 9 quarters.
Oak Root LLC's Vanguard International Dividend Appreciation ETF position peaked at $6.52M in Q3 2024.
590 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on Oak Root LLC's 13F filing for Q1 2026, filed 13 Apr 2026.