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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return