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Oldfather Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Oldfather Financial Services’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.26M Buy
32,013
+29
+0.1% +$7.43K 2.46% 12
2025
Q3 		$8.13M Buy
31,984
+14
+0% +$3.47K 2.53% 11
2025
Q2 		$7.58M Sell
31,970
-194
-0.6% -$43.3K 2.6% 10
2025
Q1 		$7.13M Buy
32,164
+765
+2% +$183K 2.71% 11
2024
Q4 		$7.54M Buy
31,399
+84
+0.3% +$20.7K 2.87% 9
2024
Q3 		$7.43M Sell
31,315
-101
-0.3% -$22.9K 2.86% 9
2024
Q2 		$6.85M Sell
31,416
-31
-0.1% -$6.81K 2.81% 8
2024
Q1 		$7.19M Buy
31,447
+21
+0.1% +$4.52K 2.96% 8
2023
Q4 		$6.7M Buy
31,426
+336
+1% +$64.7K 2.99% 9
2023
Q3 		$5.88M Sell
31,090
-849
-3% -$169K 2.98% 9
2023
Q2 		$6.35M Buy
31,939
+730
+2% +$138K 3.1% 9
2023
Q1 		$5.92M Buy
31,209
+668
+2% +$130K 3.06% 9
2022
Q4 		$5.61M Sell
30,541
-863
-3% -$160K 3.19% 9
2022
Q3 		$5.37M Buy
31,404
+194
+0.6% +$36.6K 3.36% 6
2022
Q2 		$5.92M Buy
31,210
+23
+0.1% +$4.44K 3.38% 6
2022
Q1 		$6.26M Buy
31,187
+1,091
+4% +$230K 3.4% 6
2021
Q4 		$6.42M Buy
30,096
+1,143
+4% +$260K 3.37% 6
2021
Q3 		$6.88M Buy
28,953
+9
+0% +$2K 3.54% 6
2021
Q2 		$6.46M Sell
28,944
-932
-3% -$207K 3.53% 6
2021
Q1 		$6.5M Sell
29,876
-1,154
-4% -$243K 3.74% 6
2020
Q4 		$6.58M Sell
31,030
-216
-0.7% -$38.1K 3.9% 6
2020
Q3 		$5.16M Sell
31,246
-28
-0.1% -$4.3K 3.67% 6
2020
Q2 		$4.8M Sell
31,274
-400
-1% -$53.7K 3.72% 7
2020
Q1 		$4.12M Buy
31,674
+5,107
+19% +$767K 3.91% 5
2019
Q4 		$4.4M Buy
+26,567
New +$4.23M 4.08% 5

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Oldfather Financial Services's VB Position: Q4 2025 in Review

Oldfather Financial Services increased its Vanguard Small-Cap ETF (VB) stake by 0.09% in Q4 2025, buying an estimated $7.43K and bringing the position to 32,013 shares worth $8.26M. The position accounts for 2.46% of the portfolio, ranked #12.

Oldfather Financial Services first reported a position in VB in Q4 2019 and has held it in 25 quarters since. 2,367 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Oldfather Financial Services held 32,013 shares of Vanguard Small-Cap ETF worth $8.26M as of Q4 2025.
  • Oldfather Financial Services bought 29 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $7.43K.
  • Vanguard Small-Cap ETF made up 2.46% of Oldfather Financial Services's portfolio in Q4 2025, its #12 holding.
  • Oldfather Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,367 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.