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Oldfather Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Oldfather Financial Services’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$276K Hold
2,068
– – 0.08% 85
2025
Q3 		$271K Buy
2,068
+21
+1% +$2.72K 0.08% 76
2025
Q2 		$261K Buy
2,047
+85
+4% +$10.1K 0.09% 72
2025
Q1 		$234K Buy
+1,962
New +$239K 0.09% 70

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Oldfather Financial Services held its Vanguard Financials ETF (VFH) position steady in Q4 2025 at 2,068 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #85.

Oldfather Financial Services first reported a position in VFH in Q1 2025 and has held it in 4 quarters since. 749 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Oldfather Financial Services held 2,068 shares of Vanguard Financials ETF worth $276K as of Q4 2025.
  • Oldfather Financial Services left its Vanguard Financials ETF share count unchanged in Q4 2025.
  • Vanguard Financials ETF made up 0.08% of Oldfather Financial Services's portfolio in Q4 2025, its #85 holding.
  • Oldfather Financial Services first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 4 quarters since.
  • 749 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

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