SILVER OAK SECURITIES, INCORPORATED VXUS — VANGUARD STAR FDS

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  16 quarters on record

AI Ownership Summary

SILVER OAK SECURITIES, INCORPORATED reported VANGUARD STAR FDS (VXUS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.68% in 2024 Q2. The latest visible filing shows VXUS at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVER OAK SECURITIES, INCORPORATED's position in VANGUARD STAR FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VXUS was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VXUS stock page SILVER OAK SECURITIES, INCORPORATED fund profile SILVER OAK SECURITIES, INCORPORATED full holdings
How SILVER OAK SECURITIES, INCORPORATED held VXUS — position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 79,285 +3,810 +5.0% 0.41% $6.0M 2026-01-15 $78.52
2025 Q3 REDUCED — — — 75,475 -2,121 -2.7% 0.42% $5.5M 2025-10-21 $72.81
2025 Q2 ADDED — — — 77,596 +1,670 +2.2% 0.44% $5.4M 2025-07-11 $67.35
2025 Q1 ADDED — — — 75,926 +202 +0.3% 0.44% $4.7M 2025-04-21 $59.22
2024 Q4 REDUCED — — — 75,724 -3,727 -4.7% 0.42% $4.5M 2025-01-27 $58.67
2024 Q3 ADDED — — — 79,451 +3,729 +4.9% 0.55% $5.2M 2024-10-23 $59.30
2024 Q2 ADDED — — — 75,722 +1,613 +2.2% 0.68% $4.6M 2024-07-12 $59.49
2024 Q1 ADDED — — — 74,109 +3,325 +4.7% 0.68% $4.5M 2024-05-10 $57.29
2023 Q4 ADDED — — — 70,784 +7,972 +12.7% 0.55% $4.1M 2024-02-05 $53.15
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VXUS

As of 2026 Q1 — sorted by position size

Narodna banka Slovenska 37.07% Charis Legacy Partners, LLC 20.59% Luminvest Wealth Management LLC 18.92% SAM Advisors, LLC 3Y 17.51% Drystone LLC 3Y 17.25% Tenon Financial LLC 17.15% 25 LLC 16.93% Arbor Wealth Advisors LLC 16.88% Angeles Investment Advisors, LLC 3Y 7Y 15.26% BURRUS FINANCIAL SERVICES, INC. 14.56%

FAQ About SILVER OAK SECURITIES, INCORPORATED and VXUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVER OAK SECURITIES, INCORPORATED reported owning VXUS?

SILVER OAK SECURITIES, INCORPORATED reported VXUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VXUS position in SILVER OAK SECURITIES, INCORPORATED's portfolio?

The largest reported portfolio weight for VXUS was 0.68% in 2024 Q2.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when SILVER OAK SECURITIES, INCORPORATED reported 79,285 shares, equal to 0.41% of portfolio, with an estimated market value of $6.0M.

What does the chart on this VXUS ownership page compare?

The chart compares SILVER OAK SECURITIES, INCORPORATED's quarterly VXUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SILVER OAK SECURITIES, INCORPORATED time their VXUS position?

Based on 13F filing dates vs. subsequent VXUS price moves, SILVER OAK SECURITIES, INCORPORATED correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on VXUS relative to SPY over the holding period was -2.2%.

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