SilverOak Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Hold	842	–	–	0.04%	108
2026 Q1	$252K	Hold	842	–	–	0.04%	110
2025 Q4	$265K	Hold	842	–	–	0.04%	105
2025 Q3	$259K	Hold	842	–	–	0.04%	100
2025 Q2	$240K	Hold	842	–	–	0.05%	102
2025 Q1	$216K	Hold	842	–	–	0.05%	91
2024 Q4	$227K	Sell	842 -9	-1%	-$2.44K	0.05%	89
2024 Q3	$224K	Hold	851	–	–	0.05%	92
2024 Q2	$212K	Sell	851 -130	-13%	-$31.2K	0.05%	91
2024 Q1	$235K	Hold	981	–	–	0.06%	87
2023 Q4	$214K	Buy	+981	New	+$201K	0.06%	81

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

SilverOak Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 842 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #108.

SilverOak Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

SilverOak Wealth Management held 842 shares of Vanguard Morningstar Large-Cap ETF worth $290K as of Q2 2026.
SilverOak Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #108 holding.
SilverOak Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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