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 Q2	$2.31M	Buy	16,783 +56	+0.3%	+$7.11K	0.91%	17
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Silver Oak Advisory Group increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.33% in Q2 2026, buying an estimated $7.11K and bringing the position to 16,783 shares worth $2.31M. The position accounts for 0.91% of the portfolio, ranked #17.

Silver Oak Advisory Group first reported a position in VIOO in Q4 2021 and has held it in 19 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Silver Oak Advisory Group held 16,783 shares of Vanguard S&P Small-Cap 600 ETF worth $2.31M as of Q2 2026.
Silver Oak Advisory Group bought 56 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $7.11K.
Vanguard S&P Small-Cap 600 ETF made up 0.91% of Silver Oak Advisory Group's portfolio in Q2 2026, its #17 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 19 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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