Silver Oak Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,283	Closed	-$1.32M	–	79
2025 Q3	$1.32M	Hold	4,283	–	–	0.6%	24
2025 Q2	$1.22M	Hold	4,283	–	–	0.59%	25
2025 Q1	$1.1M	Hold	4,283	–	–	0.58%	22
2024 Q4	$1.16M	Hold	4,283	–	–	0.61%	22
2024 Q3	$1.13M	Sell	4,283 -45	-1%	-$11.4K	0.58%	23
2024 Q2	$1.08M	Hold	4,328	–	–	0.6%	23
2024 Q1	$1.04M	Hold	4,328	–	–	0.58%	22
2023 Q4	$944K	Buy	4,328 +45	+1%	+$9.2K	0.55%	23
2023 Q3	$838K	Hold	4,283	–	–	0.54%	23
2023 Q2	$868K	Hold	4,283	–	–	0.57%	22
2023 Q1	$800K	Hold	4,283	–	–	0.54%	23
2022 Q4	$746K	Hold	4,283	–	–	0.53%	25
2022 Q3	$701K	Hold	4,283	–	–	0.53%	23
2022 Q2	$738K	Hold	4,283	–	–	0.52%	24
2022 Q1	$893K	Hold	4,283	–	–	0.58%	22
2021 Q4	$947K	Buy	+4,283	New	+$918K	0.6%	22

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Silver Oak Advisory Group's VV Position: Q4 2025 in Review

Silver Oak Advisory Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 4,283 shares — an estimated $1.32M sold.

Silver Oak Advisory Group first reported a position in VV in Q4 2021 and held it in 16 quarters. The position peaked at $1.32M in Q3 2025. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Silver Oak Advisory Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Silver Oak Advisory Group sold 4,283 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $1.32M.
Silver Oak Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and held it in 16 quarters.
Silver Oak Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.32M in Q3 2025.
1,329 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Silver Oak Advisory Group's 13F filing for Q4 2025, filed 3 Feb 2026.