Silver Oak Securities’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Silver Oak Securities’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$424K	Sell	5,259 -93	-2%	-$7.21K	0.03%	510
2026 Q1	$384K	Sell	5,352 -18,032	-77%	-$1.34M	0.03%	515
2025 Q4	$1.71M	Buy	23,384 +896	+4%	+$65.2K	0.12%	181
2025 Q3	$1.65M	Buy	22,488 +948	+4%	+$68.1K	0.12%	171
2025 Q2	$1.51M	Buy	21,540 +164	+0.8%	+$10.8K	0.12%	171
2025 Q1	$1.37M	Buy	21,376 +120	+0.6%	+$8.05K	0.13%	182
2024 Q4	$1.4M	Sell	21,256 -864	-4%	-$58.7K	0.13%	165
2024 Q3	$1.4M	Buy	22,120 +4,184	+23%	+$263K	0.15%	155
2024 Q2	$1.09M	Buy	17,936 +664	+4%	+$40.4K	0.16%	130
2024 Q1	$1.08M	Sell	17,272 -1,760	-9%	-$104K	0.17%	138
2023 Q4	$1.11M	Sell	19,032 -36	-0.2%	-$1.92K	0.15%	155
2023 Q3	$993K	Sell	19,068 -3,876	-17%	-$213K	0.22%	82
2023 Q2	$1.26M	Buy	22,944 +5,296	+30%	+$278K	0.2%	103
2023 Q1	$930K	Buy	17,648 +812	+5%	+$43.2K	0.15%	120
2022 Q4	$858K	Sell	16,836 -2,232	-12%	-$114K	0.16%	108
2022 Q3	$993K	Buy	19,068 +4,080	+27%	+$213K	0.22%	82
2022 Q2	$776K	Sell	14,988 -20,152	-57%	-$1.09M	0.17%	98
2022 Q1	$2.06M	Buy	+35,140	New	+$2.06M	0.42%	51

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Silver Oak Securities's VO Position: Q2 2026 in Review

Silver Oak Securities reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, selling an estimated $7.21K and leaving 5,259 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #510.

Silver Oak Securities first reported a position in VO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.06M in Q1 2022. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Silver Oak Securities held 5,259 shares of Vanguard Morningstar Mid-Cap ETF worth $424K as of Q2 2026.
Silver Oak Securities sold 93 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.21K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #510 holding.
Silver Oak Securities first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Silver Oak Securities's Vanguard Morningstar Mid-Cap ETF position peaked at $2.06M in Q1 2022.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.