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Silver Oak Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Silver Oak Advisory Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$540K Hold
1,784
– – 0.21% 42
2026
Q1 		$467K Buy
1,784
+1
+0.1% +$271 0.2% 46
2025
Q4 		$459K Sell
1,783
-1,429
-44% -$366K 0.21% 46
2025
Q3 		$816K Buy
3,212
+1
+0% +$248 0.37% 35
2025
Q2 		$760K Hold
3,211
– – 0.37% 37
2025
Q1 		$712K Sell
3,211
-393
-11% -$93.9K 0.38% 30
2024
Q4 		$865K Buy
3,604
+3
+0.1% +$738 0.46% 29
2024
Q3 		$854K Buy
3,601
+1
+0% +$227 0.44% 30
2024
Q2 		$784K Hold
3,600
– – 0.44% 30
2024
Q1 		$823K Buy
3,600
+1
+0% +$215 0.46% 28
2023
Q4 		$768K Buy
3,599
+1
+0% +$193 0.45% 28
2023
Q3 		$680K Buy
3,598
+1
+0% +$199 0.44% 27
2023
Q2 		$715K Hold
3,597
– – 0.47% 25
2023
Q1 		$681K Sell
3,597
-126
-3% -$24.4K 0.46% 26
2022
Q4 		$683K Hold
3,723
– – 0.48% 26
2022
Q3 		$636K Sell
3,723
-25
-0.7% -$4.72K 0.48% 24
2022
Q2 		$660K Sell
3,748
-53
-1% -$10.2K 0.47% 26
2022
Q1 		$808K Sell
3,801
-189
-5% -$39.8K 0.53% 23
2021
Q4 		$902K Buy
+3,990
New +$907K 0.57% 23

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Silver Oak Advisory Group's VB Position: Q2 2026 in Review

Silver Oak Advisory Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,784 shares worth $540K. The position accounts for 0.21% of the portfolio, ranked #42.

Silver Oak Advisory Group first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $902K in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Silver Oak Advisory Group held 1,784 shares of Vanguard Morningstar Small-Cap ETF worth $540K as of Q2 2026.
  • Silver Oak Advisory Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Silver Oak Advisory Group's portfolio in Q2 2026, its #42 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Silver Oak Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $902K in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.