SilverOak Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$632K	Buy	7,338 +192	+3%	+$16.2K	0.08%	70
2026 Q1	$520K	Buy	7,146 +18	+0.3%	+$1.4K	0.08%	68
2025 Q4	$580K	Buy	7,128 +192	+3%	+$15.6K	0.09%	65
2025 Q3	$554K	Buy	6,936 +2,514	+57%	+$192K	0.09%	65
2025 Q2	$323K	Hold	4,422	–	–	0.06%	85
2025 Q1	$273K	Hold	4,422	–	–	0.06%	78
2024 Q4	$302K	Hold	4,422	–	–	0.07%	76
2024 Q3	$283K	Hold	4,422	–	–	0.06%	78
2024 Q2	$276K	Sell	4,422 -762	-15%	-$44.4K	0.07%	73
2024 Q1	$297K	Buy	5,184 +762	+17%	+$41.9K	0.07%	70
2023 Q4	$229K	Buy	+4,422	New	+$213K	0.06%	77

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

SilverOak Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 7,338 shares worth $632K. The position accounts for 0.08% of the portfolio, ranked #70.

SilverOak Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

SilverOak Wealth Management held 7,338 shares of Vanguard Morningstar Growth ETF worth $632K as of Q2 2026.
SilverOak Wealth Management bought 192 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.2K.
Vanguard Morningstar Growth ETF made up 0.08% of SilverOak Wealth Management's portfolio in Q2 2026, its #70 holding.
SilverOak Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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