VTES — VANGUARD WELLINGTON FD

Ownership history in Silver Oak Advisory Group, Inc.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Silver Oak Advisory Group, Inc. reported a position in VANGUARD WELLINGTON FD (VTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.09% (2025 Q1)
Avg. % of fund
0.95%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,942 +56 +0.3% 1.01% $2.2M $101.12
2025 Q3 ADDED 21,886 +1,966 +9.9% 1.01% $2.2M $100.53
2025 Q2 REDUCED 19,920 -528 -2.6% 0.97% $2.0M $98.86
2025 Q1 ADDED 20,448 +670 +3.4% 1.09% $2.1M $97.77
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTES price (monthly, adj. close)

Other funds also holding VTES

As of 2025 Q4 — sorted by position size

Wescott Financial Advisory Group, LLC 3Y 5.93% SEEDS INVESTOR LLC 3.69% MGO Private Wealth, LLC 3Y 3.1% Gleason Group, Inc. 3Y 2.82% Beacon Bank & Trust 3Y 1.87% Bedel Financial Consulting, Inc. 3Y 7Y 1.8% BlueChip Wealth Advisors LLC 1.3% Firestone Capital Management 3Y 1.18% S.A. Mason LLC 3Y 1.07% Sterling Financial Planning, Inc. 3Y 0.97%
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