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Silver Oak Advisory Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Silver Oak Advisory Group’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Sell
16,727
-131
-0.8% -$15.4K 0.83% 18
2025
Q4 		$1.87M Buy
16,858
+26
+0.2% +$2.89K 0.85% 20
2025
Q3 		$1.86M Buy
16,832
+1,235
+8% +$132K 0.84% 21
2025
Q2 		$1.58M Buy
15,597
+1,573
+11% +$150K 0.76% 22
2025
Q1 		$1.35M Sell
14,024
-155
-1% -$16.1K 0.72% 21
2024
Q4 		$1.5M Sell
14,179
-88
-0.6% -$9.73K 0.79% 20
2024
Q3 		$1.54M Buy
14,267
+726
+5% +$75.6K 0.79% 20
2024
Q2 		$1.33M Buy
13,541
+22
+0.2% +$2.16K 0.74% 20
2024
Q1 		$1.37M Sell
13,519
-559
-4% -$54.3K 0.77% 20
2023
Q4 		$1.4M Buy
14,078
+1,086
+8% +$96.8K 0.82% 19
2023
Q3 		$1.14M Hold
12,992
– – 0.74% 19
2023
Q2 		$1.19M Buy
12,992
+2,421
+23% +$212K 0.78% 17
2023
Q1 		$938K Sell
10,571
-463
-4% -$42.4K 0.63% 19
2022
Q4 		$956K Buy
11,034
+1,064
+11% +$94.4K 0.67% 18
2022
Q3 		$805K Sell
9,970
-726
-7% -$65K 0.6% 21
2022
Q2 		$909K Sell
10,696
-1,454
-12% -$133K 0.64% 21
2022
Q1 		$1.2M Buy
12,150
+1,396
+13% +$138K 0.78% 17
2021
Q4 		$1.13M Buy
+10,754
New +$1.13M 0.72% 20

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Silver Oak Advisory Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.78% in Q1 2026, selling an estimated $15.4K and leaving 16,727 shares worth $1.92M. The position accounts for 0.83% of the portfolio, ranked #18.

Silver Oak Advisory Group first reported a position in VIOO in Q4 2021 and has held it in 18 quarters since. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Silver Oak Advisory Group held 16,727 shares of Vanguard S&P Small-Cap 600 ETF worth $1.92M as of Q1 2026.
  • Silver Oak Advisory Group sold 131 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $15.4K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.83% of Silver Oak Advisory Group's portfolio in Q1 2026, its #18 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 18 quarters since.
  • 379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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