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

Silver Oak Advisory Group’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.92M	Sell	87,681 -1,290	-1%	-$134K	3.85%	8
2025 Q4	$8.7M	Sell	88,971 -384	-0.4%	-$37K	3.93%	8
2025 Q3	$8.51M	Sell	89,355 -1,892	-2%	-$173K	3.85%	8
2025 Q2	$7.81M	Sell	91,247 -1,677	-2%	-$136K	3.78%	8
2025 Q1	$7.8M	Sell	92,924 -2,774	-3%	-$252K	4.14%	8
2024 Q4	$8.93M	Sell	95,698 -2,529	-3%	-$241K	4.72%	8
2024 Q3	$9.08M	Buy	98,227 +1,146	+1%	+$102K	4.66%	8
2024 Q2	$8.12M	Sell	97,081 -1,494	-2%	-$126K	4.51%	8
2024 Q1	$8.72M	Buy	98,575 +2,280	+2%	+$194K	4.89%	8
2023 Q4	$8.52M	Buy	96,295 +3,499	+4%	+$275K	5.01%	8
2023 Q3	$7.15M	Sell	92,796 -951	-1%	-$78.2K	4.63%	7
2023 Q2	$7.7M	Buy	93,747 +3,034	+3%	+$240K	5.03%	7
2023 Q1	$7.33M	Sell	90,713 -1,325	-1%	-$112K	4.92%	6
2022 Q4	$7.23M	Buy	92,038 +372	+0.4%	+$29.6K	5.1%	5
2022 Q3	$6.54M	Sell	91,666 -1,812	-2%	-$145K	4.91%	5
2022 Q2	$7.19M	Buy	93,478 +1,180	+1%	+$97.9K	5.1%	5
2022 Q1	$8.18M	Buy	92,298 +2,342	+3%	+$206K	5.34%	5
2021 Q4	$8.12M	Buy	+89,956	New	+$8.16M	5.14%	5

Other funds holding VIOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

Silver Oak Advisory Group reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.4% in Q1 2026, selling an estimated $134K and leaving 87,681 shares worth $8.92M. The position accounts for 3.85% of the portfolio, ranked #8.

Silver Oak Advisory Group first reported a position in VIOV in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.08M in Q3 2024. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Silver Oak Advisory Group held 87,681 shares of Vanguard S&P Small-Cap 600 Value ETF worth $8.92M as of Q1 2026.
Silver Oak Advisory Group sold 1,290 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $134K.
Vanguard S&P Small-Cap 600 Value ETF made up 3.85% of Silver Oak Advisory Group's portfolio in Q1 2026, its #8 holding.
Silver Oak Advisory Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $9.08M in Q3 2024.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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