Silver Oak Advisory Group, Inc. Purchases in Q2 2025

Silver Oak Advisory Group, Inc.

  • $206 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
32.3K
+ 492.21%
N/A
38.9K $3.84M
DFAX
Dimensional ETF Tr
19.7K
+ 4.96%
$23.37 - $29.39 $461K - $579K
417K $12.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21.7K
+ 6.46%
$29.12 - $35.84 $633K - $779K
358K $12.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.1K
+ 2.95%
$72.02 - $73.82 $1.16M - $1.19M
562K $41.4M
VTI
Vanguard Total Stock Market Et

ETFs
445
+ 1.34%
$243.75 - $303.93 $108K - $135K
33.5K $10.2M
BNDX
Vanguard Total International B

ETFs
14.3K
+ 3.1%
$48.77 - $49.55 $696K - $707K
475K $23.5M
MSFT
Microsoft Corp

Technology
202
+ 4.25%
$354.56 - $497.45 $71.6K - $100K
4.95K $2.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
595
+ 0.68%
$55.54 - $69.09 $33K - $41.1K
88.3K $6.1M
JPM
Jpmorgan Chase & CO

Financial Services
2.09K
New
$210.28 - $289.91 $440K - $606K
2.09K $606K
WFC
Wells Fargo & Company

Financial Services
7.37K
New
$60.98 - $80.12 $450K - $591K
7.37K $590K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.6K
+ 9.08%
$75.05 - $77.34 $495K - $510K
79.3K $6.13M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.51K
+ 35.12%
$86.93 - $109.64 $305K - $385K
13.5K $1.48M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.87K
+ 97.07%
$44.8 - $53.97 $353K - $425K
16K $862K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.49K
+ 3.42%
$52.84 - $65.52 $78.5K - $97.4K
45K $2.95M
IVV
Ishares Core S&P 500 ETF

ETFs
400
+ 39.6%
$498.8 - $620.9 $200K - $248K
1.41K $875K
SBUX
Starbucks Corp

Consumer Cyclical
3.27K
New
$79.69 - $99.41 $261K - $325K
3.27K $299K
COST
Costco Wholesale Corp

Consumer Defensive
238
+ 22.88%
$908.13 - $1056.85 $216K - $252K
1.28K $1.26M
VUG
Vanguard Growth ETF

ETFs
635
New
$329.49 - $438.4 $209K - $278K
635 $278K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.4K
New
$105.23 - $109.61 $253K - $263K
2.4K $263K
HWM
Howmet Aerospace Inc.

Industrials
1.22K
New
$112.33 - $186.13 $137K - $227K
1.22K $226K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.57K
+ 11.22%
$83.8 - $101.39 $132K - $159K
15.6K $1.58M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.65K
+ 31.91%
$46.41 - $47.7 $216K - $222K
19.2K $914K
VT
Vanguard Total World Stk Index

ETFs
398
+ 3.12%
$103.16 - $128.52 $41.1K - $51.2K
13.1K $1.69M
IBM
International Business Machines Corp

Technology
687
New
$221.03 - $294.78 $152K - $203K
687 $202K
IVE
Ishares S&P 500 Value ETF

ETFs
1.03K
New
$168.34 - $195.42 $173K - $201K
1.03K $200K
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.99K
+ 18.46%
$33.38 - $40.81 $99.7K - $122K
19.2K $780K
Manager Directed Portfolios
12K
+ 18.27%
N/A
77.5K $810K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.53K
+ 13.12%
$79.56 - $82.92 $122K - $127K
13.2K $1.09M
VGSH
Vanguard

ETFs
1.63K
+ 14.14%
$58.32 - $58.95 $95.2K - $96.2K
13.2K $774K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.39K
+ 7.72%
$58.63 - $59.9 $81.7K - $83.4K
19.4K $1.16M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.37K
+ 3.25%
$49.57 - $50.27 $68K - $69K
43.6K $2.19M
VTV
Vanguard Value ETF

ETFs
280
+ 5.8%
$153.67 - $176.74 $43K - $49.5K
5.11K $903K
VEU
Vanguard Ftse All World Ex Us

ETFs
23
+ 0.32%
$54.19 - $67.22 $1.25K - $1.55K
7.17K $481K
CSCO
Cisco Systems, Inc.

Technology
189
+ 4.44%
$53.19 - $69.38 $10.1K - $13.1K
4.44K $308K
RTX
Raytheon Technologies Corp

Industrials
149
+ 8.71%
$113.75 - $148.48 $16.9K - $22.1K
1.86K $271K
VEA
Vanguard Ftse Developed Market

ETFs
269
+ 6.7%
$45.65 - $57.01 $12.3K - $15.3K
4.28K $244K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7
+ 0.37%
$104.23 - $134.39 $730 - $941
1.91K $256K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
61
+ 1.88%
$73.02 - $90.22 $4.45K - $5.5K
3.31K $295K
AMGN
Amgen Inc

Healthcare
233
+ 20.44%
$262.28 - $309.85 $61.1K - $72.2K
1.37K $383K
DFSU
Dimensional ETF Tr Dimen Us Su
14
+ 0.25%
N/A
5.63K $220K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
18
+ 0.14%
$24.66 - $25.17 $444 - $453
12.5K $315K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.13%
$77.94 - $79.5 $312 - $318
2.97K $235K
PG
Procter & Gamble CO

Consumer Defensive
82
+ 6.85%
$157.66 - $172.39 $12.9K - $14.1K
1.28K $203K
VNQ
Vanguard Specialized Funds Van

ETFs
1.08K
+ 1.53%
$79.79 - $91.42 $86.5K - $99.1K
71.8K $6.39M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.35%
$713.71 - $898.95 $1.43K - $1.8K
577 $449K
AAPL
Apple Inc.

Technology
624
+ 6.81%
$172.42 - $223.89 $108K - $140K
9.79K $2.01M
CVX
Chevron Corp

Energy
72
+ 4.47%
$133.73 - $168.51 $9.63K - $12.1K
1.68K $241K
XOM
Exxon Mobil Corp

Energy
77
+ 2.0%
$99.93 - $119.04 $7.69K - $9.17K
3.92K $422K
ABBV
Abb Vie Inc.

Healthcare
100
+ 4.37%
$170.16 - $206.27 $17K - $20.6K
2.39K $443K
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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