Silver Oak Advisory Group
VTI icon

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
Q3 		$12.1M Sell
32,229
-547
-2% -$205K 4.67% 6
2026
Q2 		$12.1M Buy
32,776
+286
+0.9% +$102K 4.78% 6
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 		$9.6M Sell
33,025
-633
-2% -$185K 5.06% 7
2024
Q3 		$9.5M 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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Silver Oak Advisory Group's VTI Position: Q3 2026 in Review

Silver Oak Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q3 2026, selling an estimated $205K and leaving 32,229 shares worth $12.1M. The position accounts for 4.67% of the portfolio, ranked #6.

Silver Oak Advisory Group first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.1M in Q2 2026. 2,766 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Silver Oak Advisory Group held 32,229 shares of Vanguard Morningstar Total Stock Market ETF worth $12.1M as of Q3 2026.
  • Silver Oak Advisory Group sold 547 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $205K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.67% of Silver Oak Advisory Group's portfolio in Q3 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 20 quarters since.
  • Silver Oak Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $12.1M in Q2 2026.
  • 2,766 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.