Silver Oak Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Sell	32,490 -384	-1%	-$129K	4.5%	6
2025 Q4	$11M	Sell	32,874 -182	-0.6%	-$60.5K	4.98%	6
2025 Q3	$10.8M	Sell	33,056 -492	-1%	-$155K	4.91%	6
2025 Q2	$10.2M	Buy	33,548 +445	+1%	+$125K	4.94%	7
2025 Q1	$9.1M	Buy	33,103 +78	+0.2%	+$22.7K	4.83%	7
2024 Q4	$9.57M	Sell	33,025 -633	-2%	-$185K	5.06%	7
2024 Q3	$9.53M	Sell	33,658 -361	-1%	-$98.5K	4.89%	7
2024 Q2	$9.1M	Sell	34,019 -728	-2%	-$188K	5.05%	7
2024 Q1	$9.03M	Sell	34,747 -1,217	-3%	-$301K	5.07%	7
2023 Q4	$8.53M	Buy	35,964 +2,347	+7%	+$519K	5.01%	7
2023 Q3	$7.14M	Sell	33,617 -565	-2%	-$125K	4.62%	8
2023 Q2	$7.53M	Buy	34,182 +390	+1%	+$81.3K	4.92%	8
2023 Q1	$6.9M	Buy	33,792 +391	+1%	+$78.3K	4.63%	8
2022 Q4	$6.38M	Buy	33,401 +431	+1%	+$83.1K	4.5%	8
2022 Q3	$5.92M	Buy	32,970 +273	+0.8%	+$54.4K	4.44%	8
2022 Q2	$6.17M	Buy	32,697 +1,635	+5%	+$336K	4.37%	8
2022 Q1	$7.07M	Sell	31,062 -817	-3%	-$184K	4.61%	8
2021 Q4	$7.7M	Buy	+31,879	New	+$7.53M	4.87%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Silver Oak Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q1 2026, selling an estimated $129K and leaving 32,490 shares worth $10.4M. The position accounts for 4.5% of the portfolio, ranked #6.

Silver Oak Advisory Group first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $11M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Silver Oak Advisory Group held 32,490 shares of Vanguard Morningstar Total Stock Market ETF worth $10.4M as of Q1 2026.
Silver Oak Advisory Group sold 384 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $129K.
Vanguard Morningstar Total Stock Market ETF made up 4.5% of Silver Oak Advisory Group's portfolio in Q1 2026, its #6 holding.
Silver Oak Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $11M in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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