SilverOak Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.8M	Buy	21,090 +395	+2%	+$141K	1.01%	18
2026 Q1	$6.64M	Buy	20,695 +648	+3%	+$217K	1.05%	16
2025 Q4	$6.72M	Sell	20,047 -29	-0.1%	-$9.65K	1.05%	16
2025 Q3	$6.59M	Buy	20,076 +430	+2%	+$136K	1.11%	14
2025 Q2	$5.97M	Buy	19,646 +771	+4%	+$217K	1.12%	13
2025 Q1	$5.19M	Buy	18,875 +1,489	+9%	+$433K	1.12%	13
2024 Q4	$5.04M	Buy	17,386 +788	+5%	+$230K	1.08%	12
2024 Q3	$4.7M	Sell	16,598 -2,317	-12%	-$632K	1.05%	13
2024 Q2	$5.06M	Buy	18,915 +152	+0.8%	+$39.3K	1.22%	12
2024 Q1	$4.88M	Buy	18,763 +702	+4%	+$174K	1.21%	12
2023 Q4	$4.28M	Buy	+18,061	New	+$3.99M	1.16%	12

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

SilverOak Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $141K and bringing the position to 21,090 shares worth $7.8M. The position accounts for 1.01% of the portfolio, ranked #18.

SilverOak Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

SilverOak Wealth Management held 21,090 shares of Vanguard Morningstar Total Stock Market ETF worth $7.8M as of Q2 2026.
SilverOak Wealth Management bought 395 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $141K.
Vanguard Morningstar Total Stock Market ETF made up 1.01% of SilverOak Wealth Management's portfolio in Q2 2026, its #18 holding.
SilverOak Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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