Silver Oak Wealth Advisors Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Silver Oak Wealth Advisors Services’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Buy	+904	New	+$210K	0.13%	37
2025 Q3	–	Sell	-1,079	Closed	-$211K	–	38
2025 Q2	$211K	Buy	+1,079	New	+$200K	0.15%	36
2025 Q1	–	Sell	-1,815	Closed	-$360K	–	40
2024 Q4	$360K	Buy	+1,815	New	+$373K	0.31%	26

Other funds holding VBR

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Silver Oak Wealth Advisors Services's VBR Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 904 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #37 among its holdings. This is a return to the name: Silver Oak Wealth Advisors Services previously reported a position in VBR as recently as Q2 2025.

Silver Oak Wealth Advisors Services first reported a position in VBR in Q4 2024 and has held it in 3 quarters since. The position peaked at $360K in Q4 2024. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Silver Oak Wealth Advisors Services held 904 shares of Vanguard Morningstar Small-Cap Value ETF worth $220K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Silver Oak Wealth Advisors Services position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #37 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
Silver Oak Wealth Advisors Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $360K in Q4 2024.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.