SilverOak Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

SilverOak Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.76M	Hold	10,286	–	–	0.48%	27
2026 Q1	$3.11M	Sell	10,286 -1,509	-13%	-$474K	0.49%	26
2025 Q4	$3.56M	Hold	11,795	–	–	0.56%	25
2025 Q3	$3.51M	Buy	11,795 +150	+1%	+$43.3K	0.59%	22
2025 Q2	$3.22M	Hold	11,645	–	–	0.61%	22
2025 Q1	$2.93M	Hold	11,645	–	–	0.63%	23
2024 Q4	$3.26M	Hold	11,645	–	–	0.7%	20
2024 Q3	$3.11M	Hold	11,645	–	–	0.7%	21
2024 Q2	$2.91M	Hold	11,645	–	–	0.7%	20
2024 Q1	$3.04M	Buy	11,645 +85	+0.7%	+$20.9K	0.75%	19
2023 Q4	$2.79M	Buy	+11,560	New	+$2.51M	0.76%	18

Other funds holding VBK

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SilverOak Wealth Management's VBK Position: Q2 2026 in Review

SilverOak Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 10,286 shares worth $3.76M. The position accounts for 0.48% of the portfolio, ranked #27.

SilverOak Wealth Management first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

SilverOak Wealth Management held 10,286 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.76M as of Q2 2026.
SilverOak Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.48% of SilverOak Wealth Management's portfolio in Q2 2026, its #27 holding.
SilverOak Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.