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 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Silver Oak Advisory Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 3,408 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #67.

Silver Oak Advisory Group first reported a position in VUG in Q4 2021 and has held it in 11 quarters since. The position peaked at $484K in Q4 2021. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Silver Oak Advisory Group held 3,408 shares of Vanguard Morningstar Growth ETF worth $248K as of Q1 2026.
Silver Oak Advisory Group left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.11% of Silver Oak Advisory Group's portfolio in Q1 2026, its #67 holding.
Silver Oak Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 11 quarters since.
Silver Oak Advisory Group's Vanguard Morningstar Growth ETF position peaked at $484K in Q4 2021.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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