SilverOak Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.49M	Buy	28,625 +145	+0.5%	+$22.1K	0.58%	23
2026 Q1	$3.94M	Buy	28,480 +1,207	+4%	+$174K	0.62%	22
2025 Q4	$3.85M	Buy	27,273 +1,963	+8%	+$274K	0.6%	24
2025 Q3	$3.49M	Buy	25,310 +23	+0.1%	+$3.06K	0.59%	23
2025 Q2	$3.25M	Sell	25,287 -213	-0.8%	-$25.5K	0.61%	21
2025 Q1	$2.96M	Sell	25,500 -3,963	-13%	-$474K	0.64%	22
2024 Q4	$3.46M	Sell	29,463 -8,872	-23%	-$1.06M	0.74%	18
2024 Q3	$4.59M	Buy	38,335 +179	+0.5%	+$20.6K	1.03%	14
2024 Q2	$4.3M	Buy	38,156 +561	+1%	+$61.9K	1.03%	13
2024 Q1	$4.15M	Sell	37,595 -336	-0.9%	-$35.5K	1.03%	13
2023 Q4	$3.9M	Buy	+37,931	New	+$3.65M	1.05%	14

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

SilverOak Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.51% in Q2 2026, buying an estimated $22.1K and bringing the position to 28,625 shares worth $4.49M. The position accounts for 0.58% of the portfolio, ranked #23.

SilverOak Wealth Management first reported a position in VT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.59M in Q3 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

SilverOak Wealth Management held 28,625 shares of Vanguard Total World Stock ETF worth $4.49M as of Q2 2026.
SilverOak Wealth Management bought 145 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $22.1K.
Vanguard Total World Stock ETF made up 0.58% of SilverOak Wealth Management's portfolio in Q2 2026, its #23 holding.
SilverOak Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Vanguard Total World Stock ETF position peaked at $4.59M in Q3 2024.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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