Silver Oak Advisory Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Buy	1,576 +4	+0.3%	+$627	0.1%	73
2026 Q1	$229K	Sell	1,572 -324	-17%	-$49K	0.1%	72
2025 Q4	$271K	Buy	1,896 +26	+1%	+$3.7K	0.12%	60
2025 Q3	$266K	Sell	1,870 -39	-2%	-$5.4K	0.12%	64
2025 Q2	$256K	Buy	1,909 +7	+0.4%	+$864	0.12%	61
2025 Q1	$219K	Hold	1,902	–	–	0.12%	61
2024 Q4	$217K	Sell	1,902 -12	-0.6%	-$1.44K	0.11%	61
2024 Q3	$241K	Sell	1,914 -174	-8%	-$21K	0.12%	58
2024 Q2	$245K	Sell	2,088 -479	-19%	-$56.2K	0.14%	54
2024 Q1	$300K	Sell	2,567 -226	-8%	-$25.6K	0.17%	52
2023 Q4	$321K	Buy	2,793 +28	+1%	+$3.01K	0.19%	48
2023 Q3	$293K	Buy	2,765 +44	+2%	+$4.88K	0.19%	48
2023 Q2	$300K	Sell	2,721 -58	-2%	-$6.39K	0.2%	45
2023 Q1	$303K	Sell	2,779 -10	-0.4%	-$1.09K	0.2%	41
2022 Q4	$286K	Sell	2,789 -221	-7%	-$22.2K	0.2%	40
2022 Q3	$279K	Buy	3,010 +2	+0.1%	+$208	0.21%	39
2022 Q2	$310K	Buy	3,008 +6	+0.2%	+$681	0.22%	39
2022 Q1	$372K	Hold	3,002	–	–	0.24%	37
2021 Q4	$402K	Buy	+3,002	New	+$406K	0.25%	34

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Silver Oak Advisory Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.25% in Q2 2026, buying an estimated $627 and bringing the position to 1,576 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #73.

Silver Oak Advisory Group first reported a position in VSS in Q4 2021 and has held it in 19 quarters since. The position peaked at $402K in Q4 2021. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Silver Oak Advisory Group held 1,576 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $243K as of Q2 2026.
Silver Oak Advisory Group bought 4 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $627.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.1% of Silver Oak Advisory Group's portfolio in Q2 2026, its #73 holding.
Silver Oak Advisory Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 19 quarters since.
Silver Oak Advisory Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $402K in Q4 2021.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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