SilverOak Wealth Management LLC: VTI position timeline

SilverOak Wealth Management LLC held 21,090 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 21,090 shares

   Change vs previous 13F +395 shares

   1.01% of the 13F portfolio, value $7,804,317.

   13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 20,695 shares

   Change vs previous 13F +648 shares

   1.05% of the 13F portfolio, value $6,639,046.

   13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 20,047 shares

   Change vs previous 13F -29 shares

   1.05% of the 13F portfolio, value $6,721,118.

   13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 20,076 shares

   Change vs previous 13F +430 shares

   1.11% of the 13F portfolio, value $6,588,289.

   13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 19,646 shares

   Change vs previous 13F +771 shares

   1.12% of the 13F portfolio, value $5,971,142.

   13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 18,875 shares

   Change vs previous 13F +1,489 shares

   1.12% of the 13F portfolio, value $5,187,726.

   13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 17,386 shares

   Change vs previous 13F +788 shares

   1.08% of the 13F portfolio, value $5,038,537.

   13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 16,598 shares

   Change vs previous 13F not available

   1.05% of the 13F portfolio, value $4,699,912.

   13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).