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

Oldfather Financial Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$742K Buy
3,503
+994
+40% +$208K 0.22% 48
2025
Q3 		$524K Hold
2,509
– – 0.16% 53
2025
Q2 		$489K Buy
2,509
+413
+20% +$76.4K 0.17% 51
2025
Q1 		$390K Hold
2,096
– – 0.15% 54
2024
Q4 		$415K Hold
2,096
– – 0.16% 51
2024
Q3 		$421K Hold
2,096
– – 0.16% 49
2024
Q2 		$383K Sell
2,096
-159
-7% -$29.4K 0.16% 50
2024
Q1 		$433K Hold
2,255
– – 0.18% 47
2023
Q4 		$406K Hold
2,255
– – 0.18% 46
2023
Q3 		$360K Hold
2,255
– – 0.18% 46
2023
Q2 		$373K Buy
2,255
+410
+22% +$64.5K 0.18% 47
2023
Q1 		$293K Sell
1,845
-532
-22% -$88.1K 0.15% 53
2022
Q4 		$377K Buy
2,377
+109
+5% +$17.4K 0.22% 45
2022
Q3 		$325K Buy
2,268
+11
+0.5% +$1.75K 0.2% 47
2022
Q2 		$362K Hold
2,257
– – 0.21% 45
2022
Q1 		$382K Sell
2,257
-80
-3% -$13.9K 0.21% 46
2021
Q4 		$412K Buy
2,337
+1
+0% +$178 0.22% 47
2021
Q3 		$432K Hold
2,336
– – 0.22% 46
2021
Q2 		$405K Sell
2,336
-30
-1% -$5.2K 0.22% 45
2021
Q1 		$396K Buy
2,366
+10
+0.4% +$1.57K 0.23% 45
2020
Q4 		$362K Sell
2,356
-62
-3% -$8K 0.21% 49
2020
Q3 		$286K Hold
2,418
– – 0.2% 52
2020
Q2 		$269K Sell
2,418
-42
-2% -$4.21K 0.21% 50
2020
Q1 		$233K Buy
+2,460
New +$298K 0.22% 50

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Oldfather Financial Services increased its Vanguard Small-Cap Value ETF (VBR) stake by 40% in Q4 2025, buying an estimated $208K and bringing the position to 3,503 shares worth $742K. The position accounts for 0.22% of the portfolio, ranked #48.

Oldfather Financial Services first reported a position in VBR in Q1 2020 and has held it in 24 quarters since. 1,655 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Oldfather Financial Services held 3,503 shares of Vanguard Small-Cap Value ETF worth $742K as of Q4 2025.
  • Oldfather Financial Services bought 994 Vanguard Small-Cap Value ETF shares in Q4 2025, an estimated $208K.
  • Vanguard Small-Cap Value ETF made up 0.22% of Oldfather Financial Services's portfolio in Q4 2025, its #48 holding.
  • Oldfather Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

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