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

SilverOak Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74M Buy
12,200
+71
+0.6% +$20.5K 0.48% 28
2026
Q1 		$3.12M Buy
12,129
+74
+0.6% +$20.3K 0.49% 25
2025
Q4 		$3.36M Buy
12,055
+569
+5% +$163K 0.53% 27
2025
Q3 		$3.37M Buy
11,486
+186
+2% +$53.7K 0.57% 24
2025
Q2 		$3.21M Sell
11,300
-117
-1% -$30.2K 0.6% 23
2025
Q1 		$2.79M Sell
11,417
-127
-1% -$33K 0.6% 24
2024
Q4 		$2.93M Buy
11,544
+386
+3% +$99.4K 0.63% 24
2024
Q3 		$2.72M Buy
11,158
+10
+0.1% +$2.33K 0.61% 23
2024
Q2 		$2.56M Buy
11,148
+275
+3% +$63.1K 0.61% 24
2024
Q1 		$2.56M Sell
10,873
-71
-0.6% -$15.9K 0.64% 22
2023
Q4 		$2.4M Buy
+10,944
New +$2.19M 0.65% 22

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

SilverOak Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.59% in Q2 2026, buying an estimated $20.5K and bringing the position to 12,200 shares worth $3.74M. The position accounts for 0.48% of the portfolio, ranked #28.

SilverOak Wealth Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • SilverOak Wealth Management held 12,200 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.74M as of Q2 2026.
  • SilverOak Wealth Management bought 71 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.5K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.48% of SilverOak Wealth Management's portfolio in Q2 2026, its #28 holding.
  • SilverOak Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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