Silver Oak Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$302K	Hold	3,349	–	–	0.12%	65
2026 Q2	$288K	Sell	3,349 -59	-2%	-$4.96K	0.11%	64
2026 Q1	$248K	Hold	3,408	–	–	0.11%	67
2025 Q4	$277K	Hold	3,408	–	–	0.13%	58
2025 Q3	$272K	Sell	3,408 -402	-11%	-$30.7K	0.12%	61
2025 Q2	$278K	Buy	+3,810	New	+$251K	0.13%	57
2025 Q1	–	Sell	-3,402	Closed	-$232K	–	69
2024 Q4	$232K	Hold	3,402	–	–	0.12%	55
2024 Q3	$217K	Hold	3,402	–	–	0.11%	64
2024 Q2	$212K	Buy	+3,402	New	+$198K	0.12%	63
2022 Q4	–	Sell	-7,218	Closed	-$257K	–	58
2022 Q3	$257K	Sell	7,218 -1,824	-20%	-$73.3K	0.19%	40
2022 Q2	$336K	Hold	9,042	–	–	0.24%	36
2022 Q1	$433K	Hold	9,042	–	–	0.28%	32
2021 Q4	$484K	Buy	+9,042	New	+$471K	0.31%	32

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Silver Oak Advisory Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,349 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #65.

Silver Oak Advisory Group first reported a position in VUG in Q4 2021 and has held it in 13 quarters since. The position peaked at $484K in Q4 2021. 1,926 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Silver Oak Advisory Group held 3,349 shares of Vanguard Morningstar Growth ETF worth $302K as of Q3 2026.
Silver Oak Advisory Group left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.12% of Silver Oak Advisory Group's portfolio in Q3 2026, its #65 holding.
Silver Oak Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 13 quarters since.
Silver Oak Advisory Group's Vanguard Morningstar Growth ETF position peaked at $484K in Q4 2021.
1,926 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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