Silver Oak Advisory Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1906937
PORTLAND, OR
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$467,265
+$7,341 QoQ
Shares Held
1,784
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $467,265 | 1,784 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $459,924 | 1,783 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $816,747 | 3,212 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $760,942 | 3,211 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $712,039 | 3,211 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $865,969 | 3,604 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $854,193 | 3,601 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $784,944 | 3,600 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $822,924 | 3,600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $767,774 | 3,599 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $680,273 | 3,598 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $715,407 | 3,597 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $681,847 | 3,597 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $683,319 | 3,723 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $636,297 | 3,723 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $660,060 | 3,748 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $807,788 | 3,801 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $901,779 | 3,990 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||