SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1080576
JACKSON, TN
Position in VB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$420,119
-$2,514,836 QoQ
Shares Held
1,604
-85.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,119 | 1,604 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,934,955 | 11,378 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,810,811 | 11,054 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,616,733 | 11,042 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,537,263 | 11,442 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,016,955 | 12,556 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,428,710 | 18,670 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,354,613 | 10,799 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,396,994 | 10,486 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,089,780 | 9,796 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,224,408 | 11,765 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $2,135,680 | 10,738 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,099,187 | 11,074 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,951,947 | 10,635 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,010,756 | 11,765 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $3,110,278 | 17,661 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,628,353 | 17,073 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||