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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.01M	Buy	25,330 +203	+0.8%	+$39.3K	0.64%	22
2026 Q1	$4.63M	Sell	25,127 -2,029	-7%	-$379K	0.73%	20
2025 Q4	$4.82M	Buy	27,156 +15,424	+131%	+$2.7M	0.75%	20
2025 Q3	$2.05M	Sell	11,732 -337	-3%	-$57.3K	0.35%	34
2025 Q2	$1.98M	Sell	12,069 -116	-1%	-$18.4K	0.37%	32
2025 Q1	$1.96M	Buy	12,185 +29	+0.2%	+$4.74K	0.42%	29
2024 Q4	$1.97M	Sell	12,156 -130	-1%	-$21.9K	0.42%	29
2024 Q3	$2.06M	Buy	12,286 +6	+0%	+$954	0.46%	28
2024 Q2	$1.85M	Sell	12,280 -13	-0.1%	-$1.97K	0.44%	29
2024 Q1	$1.92M	Buy	12,293 +409	+3%	+$60.1K	0.48%	28
2023 Q4	$1.72M	Buy	+11,884	New	+$1.6M	0.47%	28

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

SilverOak Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.81% in Q2 2026, buying an estimated $39.3K and bringing the position to 25,330 shares worth $5.01M. The position accounts for 0.64% of the portfolio, ranked #22.

SilverOak Wealth Management first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

SilverOak Wealth Management held 25,330 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.01M as of Q2 2026.
SilverOak Wealth Management bought 203 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $39.3K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.64% of SilverOak Wealth Management's portfolio in Q2 2026, its #22 holding.
SilverOak Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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