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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Sell	1,180 -81	-6%	-$23.4K	0.02%	568
2026 Q1	$324K	Sell	1,261 -90	-7%	-$24.7K	0.02%	576
2025 Q4	$381K	Buy	1,351 +13	+1%	+$3.72K	0.03%	542
2025 Q3	$393K	Buy	1,338 +106	+9%	+$30.6K	0.03%	494
2025 Q2	$350K	Buy	1,232 +221	+22%	+$57K	0.03%	500
2025 Q1	$247K	Buy	+1,011	New	+$263K	0.02%	551
2024 Q4	–	Sell	-256	Closed	-$62.2K	–	659
2024 Q3	$62.2K	Buy	+256	New	+$59.6K	0.01%	524

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Silver Oak Securities reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.4% in Q2 2026, selling an estimated $23.4K and leaving 1,180 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #568.

Silver Oak Securities first reported a position in VOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $393K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Silver Oak Securities held 1,180 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $361K as of Q2 2026.
Silver Oak Securities sold 81 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $23.4K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #568 holding.
Silver Oak Securities first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Silver Oak Securities's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $393K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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