Silver Oak Wealth Advisors Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Silver Oak Wealth Advisors Services’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	$1.3M	Sell	3,509 -104	-3%	-$37.2K	0.78%	18
2026 Q1	$1.16M	Sell	3,613 -46	-1%	-$15.4K	0.75%	18
2025 Q4	$1.23M	Sell	3,659 -164	-4%	-$54.6K	0.79%	18
2025 Q3	$1.25M	Buy	3,823 +5	+0.1%	+$1.58K	0.83%	18
2025 Q2	$1.16M	Sell	3,818 -223	-6%	-$62.7K	0.84%	19
2025 Q1	$1.11M	Sell	4,041 -32	-0.8%	-$9.3K	0.99%	18
2024 Q4	$1.18M	Buy	+4,073	New	+$1.19M	1.02%	15

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Silver Oak Wealth Advisors Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, selling an estimated $37.2K and leaving 3,509 shares worth $1.3M. The position accounts for 0.78% of the portfolio, ranked #18.

Silver Oak Wealth Advisors Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Silver Oak Wealth Advisors Services held 3,509 shares of Vanguard Morningstar Total Stock Market ETF worth $1.3M as of Q2 2026.
Silver Oak Wealth Advisors Services sold 104 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.78% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #18 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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