Oldfather Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$216K	Sell	983 -245	-20%	-$53.5K	0.06%	97
2025 Q3	$265K	Sell	1,228 -24	-2%	-$5.04K	0.08%	79
2025 Q2	$256K	Hold	1,252	–	–	0.09%	73
2025 Q1	$243K	Hold	1,252	–	–	0.09%	69
2024 Q4	$245K	Sell	1,252 -148	-11%	-$29.5K	0.09%	71
2024 Q3	$277K	Hold	1,400	–	–	0.11%	62
2024 Q2	$256K	Hold	1,400	–	–	0.1%	63
2024 Q1	$256K	Sell	1,400 -107	-7%	-$18.8K	0.11%	60
2023 Q4	$257K	Hold	1,507	–	–	0.11%	56
2023 Q3	$234K	Hold	1,507	–	–	0.12%	56
2023 Q2	$245K	Sell	1,507 -127	-8%	-$19.9K	0.12%	55
2023 Q1	$252K	Hold	1,634	–	–	0.13%	56
2022 Q4	$248K	Hold	1,634	–	–	0.14%	53
2022 Q3	$221K	Hold	1,634	–	–	0.14%	55
2022 Q2	$245K	Hold	1,634	–	–	0.14%	55
2022 Q1	$260K	Hold	1,634	–	–	0.14%	53
2021 Q4	$263K	Hold	1,634	–	–	0.14%	55
2021 Q3	$274K	Hold	1,634	–	–	0.14%	54
2021 Q2	$263K	Hold	1,634	–	–	0.14%	51
2021 Q1	$245K	Hold	1,634	–	–	0.14%	57
2020 Q4	$232K	Hold	1,634	–	–	0.14%	58
2020 Q3	$218K	Sell	1,634 -169	-9%	-$21.3K	0.16%	58
2020 Q2	$223K	Hold	1,803	–	–	0.17%	56
2020 Q1	$201K	Buy	+1,803	New	+$215K	0.19%	56

Other funds holding VIG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Oldfather Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 20% in Q4 2025, selling an estimated $53.5K and leaving 983 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #97.

Oldfather Financial Services first reported a position in VIG in Q1 2020 and has held it in 24 quarters since. The position peaked at $277K in Q3 2024. 2,517 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Oldfather Financial Services held 983 shares of Vanguard Dividend Appreciation ETF worth $216K as of Q4 2025.
Oldfather Financial Services sold 245 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $53.5K.
Vanguard Dividend Appreciation ETF made up 0.06% of Oldfather Financial Services's portfolio in Q4 2025, its #97 holding.
Oldfather Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 24 quarters since.
Oldfather Financial Services's Vanguard Dividend Appreciation ETF position peaked at $277K in Q3 2024.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

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