SilverOak Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$417K	Hold	1,156	–	–	0.05%	88
2026 Q1	$361K	Hold	1,156	–	–	0.06%	87
2025 Q4	$345K	Hold	1,156	–	–	0.05%	85
2025 Q3	$343K	Hold	1,156	–	–	0.06%	84
2025 Q2	$324K	Hold	1,156	–	–	0.06%	84
2025 Q1	$286K	Hold	1,156	–	–	0.06%	74
2024 Q4	$294K	Hold	1,156	–	–	0.06%	77
2024 Q3	$301K	Hold	1,156	–	–	0.07%	74
2024 Q2	$272K	Hold	1,156	–	–	0.07%	76
2024 Q1	$282K	Hold	1,156	–	–	0.07%	73
2023 Q4	$255K	Buy	+1,156	New	+$233K	0.07%	72

Other funds holding VIS

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

SilverOak Wealth Management held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 1,156 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #88.

SilverOak Wealth Management first reported a position in VIS in Q4 2023 and has held it in 11 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

SilverOak Wealth Management held 1,156 shares of Vanguard Industrials ETF worth $417K as of Q2 2026.
SilverOak Wealth Management left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up 0.05% of SilverOak Wealth Management's portfolio in Q2 2026, its #88 holding.
SilverOak Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 11 quarters since.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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