SilverOak Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

SilverOak Wealth Management’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	$287K	Hold	1,181	–	–	0.04%	109
2026 Q1	$257K	Hold	1,181	–	–	0.04%	106
2025 Q4	$250K	Hold	1,181	–	–	0.04%	107
2025 Q3	$246K	Hold	1,181	–	–	0.04%	102
2025 Q2	$230K	Hold	1,181	–	–	0.04%	104
2025 Q1	$220K	Hold	1,181	–	–	0.05%	90
2024 Q4	$234K	Hold	1,181	–	–	0.05%	88
2024 Q3	$237K	Hold	1,181	–	–	0.05%	88
2024 Q2	$216K	Sell	1,181 -22	-2%	-$4.06K	0.05%	87
2024 Q1	$231K	Buy	+1,203	New	+$217K	0.06%	89

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

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

SilverOak Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,181 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #109.

SilverOak Wealth Management first reported a position in VBR in Q1 2024 and has held it in 10 quarters since. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

SilverOak Wealth Management held 1,181 shares of Vanguard Morningstar Small-Cap Value ETF worth $287K as of Q2 2026.
SilverOak Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #109 holding.
SilverOak Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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