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

Silver Oak Advisory Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Buy
4,642
+1,769
+62% +$395K 0.43% 30
2025
Q4 		$608K Hold
2,873
– – 0.27% 36
2025
Q3 		$599K Sell
2,873
-49
-2% -$10K 0.27% 38
2025
Q2 		$569K Sell
2,922
-422
-13% -$78.1K 0.28% 40
2025
Q1 		$623K Buy
3,344
+422
+14% +$83.4K 0.33% 35
2024
Q4 		$579K Sell
2,922
-3
-0.1% -$616 0.31% 35
2024
Q3 		$587K Sell
2,925
-26
-0.9% -$5K 0.3% 36
2024
Q2 		$538K Buy
2,951
+55
+2% +$10.2K 0.3% 36
2024
Q1 		$556K Buy
2,896
+1
+0% +$180 0.31% 33
2023
Q4 		$521K Sell
2,895
-86
-3% -$14K 0.31% 32
2023
Q3 		$475K Hold
2,981
– – 0.31% 32
2023
Q2 		$493K Sell
2,981
-62
-2% -$9.76K 0.32% 31
2023
Q1 		$483K Sell
3,043
-63
-2% -$10.4K 0.32% 31
2022
Q4 		$493K Sell
3,106
-923
-23% -$147K 0.35% 28
2022
Q3 		$578K Buy
4,029
+494
+14% +$78.5K 0.43% 26
2022
Q2 		$530K Sell
3,535
-77
-2% -$12.6K 0.38% 29
2022
Q1 		$635K Buy
3,612
+45
+1% +$7.82K 0.41% 26
2021
Q4 		$638K Buy
+3,567
New +$634K 0.4% 27

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silver Oak Advisory Group's VBR Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 62% in Q1 2026, buying an estimated $395K and bringing the position to 4,642 shares worth $1.01M. The position accounts for 0.43% of the portfolio, ranked #30.

Silver Oak Advisory Group first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Silver Oak Advisory Group held 4,642 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.01M as of Q1 2026.
  • Silver Oak Advisory Group bought 1,769 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $395K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.43% of Silver Oak Advisory Group's portfolio in Q1 2026, its #30 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.