Silver Oak Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92M	Buy	13,876 +90	+0.7%	+$12.9K	0.83%	19
2025 Q4	$1.94M	Buy	13,786 +51	+0.4%	+$7.13K	0.88%	18
2025 Q3	$1.89M	Buy	13,735 +587	+4%	+$78K	0.86%	20
2025 Q2	$1.69M	Buy	13,148 +398	+3%	+$47.6K	0.82%	20
2025 Q1	$1.48M	Buy	12,750 +6	+0%	+$718	0.78%	20
2024 Q4	$1.5M	Buy	12,744 +12	+0.1%	+$1.44K	0.79%	21
2024 Q3	$1.52M	Buy	12,732 +25	+0.2%	+$2.88K	0.78%	21
2024 Q2	$1.43M	Buy	12,707 +280	+2%	+$30.9K	0.79%	19
2024 Q1	$1.37M	Sell	12,427 -273	-2%	-$28.9K	0.77%	19
2023 Q4	$1.31M	Buy	12,700 +13	+0.1%	+$1.25K	0.77%	20
2023 Q3	$1.18M	Buy	12,687 +390	+3%	+$37.9K	0.77%	18
2023 Q2	$1.19M	Buy	12,297 +9	+0.1%	+$844	0.78%	18
2023 Q1	$1.13M	Buy	12,288 +105	+0.9%	+$9.51K	0.76%	16
2022 Q4	$1.05M	Buy	12,183 +588	+5%	+$50.2K	0.74%	17
2022 Q3	$915K	Buy	11,595 +3	+0%	+$264	0.69%	18
2022 Q2	$989K	Sell	11,592 -103	-0.9%	-$9.52K	0.7%	16
2022 Q1	$1.19M	Buy	11,695 +1	+0%	+$101	0.77%	18
2021 Q4	$1.26M	Buy	+11,694	New	+$1.24M	0.8%	18

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Silver Oak Advisory Group increased its Vanguard Total World Stock ETF (VT) stake by 0.65% in Q1 2026, buying an estimated $12.9K and bringing the position to 13,876 shares worth $1.92M. The position accounts for 0.83% of the portfolio, ranked #19.

Silver Oak Advisory Group first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.94M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Silver Oak Advisory Group held 13,876 shares of Vanguard Total World Stock ETF worth $1.92M as of Q1 2026.
Silver Oak Advisory Group bought 90 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $12.9K.
Vanguard Total World Stock ETF made up 0.83% of Silver Oak Advisory Group's portfolio in Q1 2026, its #19 holding.
Silver Oak Advisory Group first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's Vanguard Total World Stock ETF position peaked at $1.94M in Q4 2025.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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