Silver Oak Advisory Group
VBK icon

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

Silver Oak Advisory Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$662K Hold
1,959
– – 0.26% 40
2026
Q2 		$716K Hold
1,959
– – 0.28% 37
2026
Q1 		$592K Buy
+1,959
New +$616K 0.26% 38

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Silver Oak Advisory Group's VBK Position: Q3 2026 in Review

Silver Oak Advisory Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 1,959 shares worth $662K. The position accounts for 0.26% of the portfolio, ranked #40.

Silver Oak Advisory Group first reported a position in VBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $716K in Q2 2026. 829 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Silver Oak Advisory Group held 1,959 shares of Vanguard Morningstar Small-Cap Growth ETF worth $662K as of Q3 2026.
  • Silver Oak Advisory Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.26% of Silver Oak Advisory Group's portfolio in Q3 2026, its #40 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Silver Oak Advisory Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $716K in Q2 2026.
  • 829 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.