Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bakala Capital LLC (CIK 1976751) reported $20.8M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($5.9M, 28.46%), VOO ($3.5M, 16.93%), VWO ($1.9M, 9.09%), AGG ($1.7M, 8.02%), VCSH ($1.7M, 7.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 28.46% | 92,360 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $3.5M | 16.93% | 5,893 | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 9.09% | 34,967 | Hold |
| 4 | AGG | ISHARES TR | $1.7M | 8.02% | 16,795 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $1.7M | 7.97% | 20,903 | Added |
| 6 | IWV | ISHARES TR | $1.6M | 7.85% | 4,405 | Trimmed |
| 7 | SHYG | ISHARES TR | $1.3M | 6.47% | 31,799 | Added |
| 8 | SCHP | SCHWAB STRATEGIC TR | $1.0M | 4.86% | 37,984 | Hold |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $939,367 | 4.52% | 19,550 | Added |
| 10 | VO | VANGUARD INDEX FDS | $734,618 | 3.53% | 2,558 | Added |
| 11 | VB | VANGUARD INDEX FDS | $481,621 | 2.32% | 1,839 | Added |
Source: SEC Form 13F filings · as of 2026-03-31