SILVER OAK WEALTH ADVISORS SERVICES, LLC ESGV — VANGUARD WORLD FD

Ownership history in SILVER OAK WEALTH ADVISORS SERVICES, LLC  ·  6 quarters on record

AI Ownership Summary

SILVER OAK WEALTH ADVISORS SERVICES, LLC reported VANGUARD WORLD FD (ESGV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 16.0% in 2024 Q4. The latest visible filing shows ESGV at 10.80% 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.

What this ESGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVER OAK WEALTH ADVISORS SERVICES, LLC's position in VANGUARD WORLD FD, 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
2026 Q1

ESGV was reported at 10.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

ESGV stock page SILVER OAK WEALTH ADVISORS SERVICES, LLC fund profile SILVER OAK WEALTH ADVISORS SERVICES, LLC full holdings
How SILVER OAK WEALTH ADVISORS SERVICES, LLC held ESGV — position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 148,097 +483 +0.3% 10.80% $16.6M 2026-04-29 $124.63
2025 Q4 REDUCED — — — 147,614 -1,445 -1.0% 11.52% $17.9M 2026-01-29 $121.93
2025 Q3 ADDED — — — 149,059 +193 +0.1% 11.63% $17.7M 2025-10-23 $118.68
2025 Q2 REDUCED 15.9% +7.9% ❌ 148,866 -28,225 -15.9% 11.76% $16.3M 2025-07-30 $111.59
2025 Q1 ADDED — — — 177,091 +720 +0.4% 15.47% $17.3M 2025-04-28 $95.94
2024 Q4 INITIATED — — — 176,371 — — 16.00% $18.5M 2025-03-13 $95.72

🏢 Other funds also holding ESGV

As of 2026 Q1 — sorted by position size

Stanich Group LLC 45.15% Platt Investment Counsel, LLC 3Y 30.01% IMPACTfolio, LLC 3Y 23.84% Sellwood Investment Partners LLC 14.84% Verde Capital Management 3Y 14.58% Harpswell Capital Advisors, LLC 10.75% New Covenant Trust Company, N.A. 6.87% Farrell Financial LLC 6.62% Financial Connections Group, Inc. 3Y 6.5% LifeGuide Financial Advisors, LLC 3Y 5.59%

FAQ About SILVER OAK WEALTH ADVISORS SERVICES, LLC and ESGV

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

How long has SILVER OAK WEALTH ADVISORS SERVICES, LLC reported owning ESGV?

SILVER OAK WEALTH ADVISORS SERVICES, LLC reported ESGV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ESGV position in SILVER OAK WEALTH ADVISORS SERVICES, LLC's portfolio?

The largest reported portfolio weight for ESGV was 16.00% in 2024 Q4.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2026 Q1, when SILVER OAK WEALTH ADVISORS SERVICES, LLC reported 148,097 shares, equal to 10.80% of portfolio, with an estimated market value of $16.6M.

What does the chart on this ESGV ownership page compare?

The chart compares SILVER OAK WEALTH ADVISORS SERVICES, LLC's quarterly ESGV 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 WEALTH ADVISORS SERVICES, LLC time their ESGV position?

Based on 13F filing dates vs. subsequent ESGV price moves, SILVER OAK WEALTH ADVISORS SERVICES, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on ESGV relative to SPY over the holding period was -0.5%.

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