SilverOak Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84.7M	Buy	1,051,352 +36,220	+4%	+$2.81M	10.91%	2
2026 Q1	$72.9M	Buy	1,015,132 +35,992	+4%	+$2.67M	11.52%	2
2025 Q4	$71M	Buy	979,140 +57,492	+6%	+$4.18M	11.13%	2
2025 Q3	$67.7M	Buy	921,648 +28,488	+3%	+$2.05M	11.42%	3
2025 Q2	$62.5M	Buy	893,160 +70,788	+9%	+$4.65M	11.73%	3
2025 Q1	$53.2M	Buy	822,372 +12,324	+2%	+$827K	11.5%	3
2024 Q4	$53.5M	Buy	810,048 +24,220	+3%	+$1.64M	11.51%	3
2024 Q3	$51.8M	Buy	785,828 +13,076	+2%	+$821K	11.63%	3
2024 Q2	$46.8M	Buy	772,752 +12,460	+2%	+$757K	11.23%	3
2024 Q1	$47.5M	Buy	760,292 +8,936	+1%	+$528K	11.8%	3
2023 Q4	$43.7M	Buy	+751,356	New	+$40.1M	11.81%	3

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

SilverOak Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, buying an estimated $2.81M and bringing the position to 1,051,352 shares worth $84.7M. The position accounts for 10.91% of the portfolio, ranked #2.

SilverOak Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SilverOak Wealth Management held 1,051,352 shares of Vanguard Morningstar Mid-Cap ETF worth $84.7M as of Q2 2026.
SilverOak Wealth Management bought 36,220 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.81M.
Vanguard Morningstar Mid-Cap ETF made up 10.91% of SilverOak Wealth Management's portfolio in Q2 2026, its #2 holding.
SilverOak Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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