SilverOak Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1764766
Edina, MN
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$346,520
+$5,253 QoQ
Shares Held
1,323
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,520 | 1,323 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $341,267 | 1,323 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $336,412 | 1,323 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $313,524 | 1,323 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $293,375 | 1,323 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $316,689 | 1,318 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $291,056 | 1,227 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $267,535 | 1,227 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $278,651 | 1,219 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $274,555 | 1,287 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||