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

Oldfather Financial Services’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$585K	Sell	1,937 -75	-4%	-$22.6K	0.17%	55
2025 Q3	$599K	Hold	2,012	–	–	0.19%	47
2025 Q2	$557K	Buy	2,012 +757	+60%	+$195K	0.19%	46
2025 Q1	$316K	Buy	1,255 +341	+37%	+$94.5K	0.12%	61
2024 Q4	$256K	Hold	914	–	–	0.1%	69
2024 Q3	$244K	Sell	914 -239	-21%	-$61.2K	0.09%	67
2024 Q2	$288K	Hold	1,153	–	–	0.12%	59
2024 Q1	$301K	Hold	1,153	–	–	0.12%	57
2023 Q4	$279K	Buy	1,153 +192	+20%	+$41.7K	0.12%	54
2023 Q3	$206K	Hold	961	–	–	0.1%	62
2023 Q2	$221K	Buy	+961	New	+$209K	0.11%	62
2023 Q1	–	Sell	-1,195	Closed	-$240K	–	66
2022 Q4	$240K	Buy	+1,195	New	+$244K	0.14%	54

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Oldfather Financial Services reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 3.7% in Q4 2025, selling an estimated $22.6K and leaving 1,937 shares worth $585K. The position accounts for 0.17% of the portfolio, ranked #55.

Oldfather Financial Services first reported a position in VBK in Q4 2022 and has held it in 12 quarters since. The position peaked at $599K in Q3 2025. 1,209 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Oldfather Financial Services held 1,937 shares of Vanguard Small-Cap Growth ETF worth $585K as of Q4 2025.
Oldfather Financial Services sold 75 Vanguard Small-Cap Growth ETF shares in Q4 2025, an estimated $22.6K.
Vanguard Small-Cap Growth ETF made up 0.17% of Oldfather Financial Services's portfolio in Q4 2025, its #55 holding.
Oldfather Financial Services first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
Oldfather Financial Services's Vanguard Small-Cap Growth ETF position peaked at $599K in Q3 2025.
1,209 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2025.

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