Silver Oak Securities’s Vanguard Morningstar 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 Q2	$387K	Sell	1,125 -4,390	-80%	-$1.46M	0.02%	544
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 $250B AUM 21.32% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

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

Silver Oak Securities reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 80% in Q2 2026, selling an estimated $1.46M and leaving 1,125 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #544.

Silver Oak Securities first reported a position in VV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q1 2026. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Silver Oak Securities held 1,125 shares of Vanguard Morningstar Large-Cap ETF worth $387K as of Q2 2026.
Silver Oak Securities sold 4,390 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #544 holding.
Silver Oak Securities first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Silver Oak Securities's Vanguard Morningstar Large-Cap ETF position peaked at $1.65M in Q1 2026.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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