Silver Oak Securities’s Vanguard Large-Cap ETF VV Stock Holding History

Silver Oak Securities’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
2026 Q1	$1.65M	Buy	5,515 +4,325	+363%	+$1.35M	0.12%	174
2025 Q4	$377K	Buy	1,190 +289	+32%	+$90.2K	0.03%	545
2025 Q3	$277K	Sell	901 -8	-0.9%	-$2.37K	0.02%	606
2025 Q2	$259K	Sell	909 -4,051	-82%	-$1.07M	0.02%	577
2025 Q1	$1.27M	Buy	4,960 +4,059	+450%	+$1.1M	0.12%	191
2024 Q4	$244K	Sell	901 -321	-26%	-$87K	0.02%	555
2024 Q3	$320K	Buy	+1,222	New	+$310K	0.03%	413

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Silver Oak Securities's VV Position: Q1 2026 in Review

Silver Oak Securities increased its Vanguard Large-Cap ETF (VV) stake by 363% in Q1 2026, buying an estimated $1.35M and bringing the position to 5,515 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #174.

Silver Oak Securities first reported a position in VV in Q3 2024 and has held it in 7 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Silver Oak Securities held 5,515 shares of Vanguard Large-Cap ETF worth $1.65M as of Q1 2026.
Silver Oak Securities bought 4,325 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $1.35M.
Vanguard Large-Cap ETF made up 0.12% of Silver Oak Securities's portfolio in Q1 2026, its #174 holding.
Silver Oak Securities first reported a position in Vanguard Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.