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Silver Oak Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Silver Oak Securities’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Buy
57,132
+2,545
+5% +$910K 1.28% 12
2026
Q1 		$17.5M Sell
54,587
-4,553
-8% -$1.53M 1.28% 11
2025
Q4 		$20M Buy
59,140
+820
+1% +$273K 1.35% 8
2025
Q3 		$19.1M Buy
58,320
+1,261
+2% +$398K 1.43% 7
2025
Q2 		$17.3M Buy
57,059
+957
+2% +$269K 1.41% 9
2025
Q1 		$15.3M Buy
56,102
+1,106
+2% +$321K 1.41% 6
2024
Q4 		$16M Buy
54,996
+9,877
+22% +$2.88M 1.49% 5
2024
Q3 		$12.7M Buy
45,119
+15,360
+52% +$4.19M 1.34% 9
2024
Q2 		$7.96M Buy
29,759
+2,800
+10% +$725K 1.19% 18
2024
Q1 		$7.01M Sell
26,959
-5,889
-18% -$1.46M 1.07% 23
2023
Q4 		$7.79M Buy
32,848
+20,062
+157% +$4.44M 1.05% 15
2023
Q3 		$2.72M Sell
12,786
-11,288
-47% -$2.5M 0.59% 35
2023
Q2 		$5.3M Buy
24,074
+4,975
+26% +$1.04M 0.85% 24
2023
Q1 		$3.9M Buy
19,099
+4,108
+27% +$822K 0.64% 33
2022
Q4 		$2.87M Buy
14,991
+2,205
+17% +$425K 0.54% 39
2022
Q3 		$2.72M Sell
12,786
-348
-3% -$69.4K 0.59% 35
2022
Q2 		$2.6M Sell
13,134
-3,286
-20% -$675K 0.58% 31
2022
Q1 		$3.69M Buy
+16,420
New +$3.69M 0.75% 23

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Silver Oak Securities increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.7% in Q2 2026, buying an estimated $910K and bringing the position to 57,132 shares worth $21.1M. The position accounts for 1.28% of the portfolio, ranked #12.

Silver Oak Securities first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Silver Oak Securities held 57,132 shares of Vanguard Morningstar Total Stock Market ETF worth $21.1M as of Q2 2026.
  • Silver Oak Securities bought 2,545 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $910K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.28% of Silver Oak Securities's portfolio in Q2 2026, its #12 holding.
  • Silver Oak Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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