Silver Oak Advisory Group, Inc. BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1906937
As of 2026-06-30, Silver Oak Advisory Group, Inc. reported 93.29K BIV (shares), valued at $7.16M, or 2.82% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 2.37%; reported value increased 1.73%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.82% | 93,294 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 3.03% | 91,135 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 3.04% | 86,376 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 2.85% | 80,644 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 2.97% | 79,266 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.95% | 72,671 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 2.61% | 66,058 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 2.90% | 72,161 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 2.83% | 68,103 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 3.04% | 71,847 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 3.07% | 68,399 | SEC filing ↗Filed Feb 2, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.07% | 68,399 | $5.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 3.04% | 71,847 | $5.42M | Shares increased 5.04%; reported value increased 3.71%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 2.83% | 68,103 | $5.10M | Shares decreased 5.21%; reported value decreased 5.87%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 2.90% | 72,161 | $5.66M | Shares increased 5.96%; reported value increased 10.88%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 2.61% | 66,058 | $4.94M | Shares decreased 8.46%; reported value decreased 12.71%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.95% | 72,671 | $5.56M | Shares increased 10.01%; reported value increased 12.72%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 2.97% | 79,266 | $6.13M | Shares increased 9.08%; reported value increased 10.17%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 2.85% | 80,644 | $6.30M | Shares increased 1.74%; reported value increased 2.72%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 3.04% | 86,376 | $6.73M | Shares increased 7.11%; reported value increased 6.81%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 3.03% | 91,135 | $7.03M | Shares increased 5.51%; reported value increased 4.56%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 2.82% | 93,294 | $7.16M | Shares increased 2.37%; reported value increased 1.73%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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