SEC 13F Intelligence

Silver Oak Advisory Group, Inc. / VTES

Silver Oak Advisory Group, Inc.’s Vanguard Wellington Fd Position

Does Silver Oak Advisory Group, Inc. own Vanguard Wellington Fd (VTES)? Yes — 23.9K shares worth $2M (+1.04% of its 13F portfolio) as of Q1 2026, up from 21.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
23.9K
% of Portfolio
+1.04%
Quarters Held
11
currently held

Position History VTES

Reported value by quarter
Q3 ’23: $693,000Q3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.9K$2M+1.04%
Q4 202521.9K$2M+1.01%
Q3 202521.9K$2M+1.01%
Q2 202519.9K$2M+0.97%
Q1 202520.4K$2M+1.09%
Q4 202419.8K$2M+1.05%
Q3 202419.5K$2M+1.01%
Q2 202418.4K$2M+1.02%
Q1 202417.1K$2M+0.97%
Q4 202315.9K$2M+0.95%
Q3 20237.0K$693,000+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Silver Oak Advisory Group, Inc.’s full portfolio or all institutional holders of VTES.