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Oldfather Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Oldfather Financial Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.25M Sell
17,260
-764
-4% -$55.6K 0.37% 35
2025
Q3 		$1.32M Sell
18,024
-288
-2% -$20.7K 0.41% 33
2025
Q2 		$1.28M Buy
18,312
+6,004
+49% +$394K 0.44% 32
2025
Q1 		$796K Hold
12,308
– – 0.3% 37
2024
Q4 		$813K Sell
12,308
-160
-1% -$10.9K 0.31% 35
2024
Q3 		$822K Hold
12,468
– – 0.32% 33
2024
Q2 		$755K Hold
12,468
– – 0.31% 33
2024
Q1 		$779K Hold
12,468
– – 0.32% 33
2023
Q4 		$725K Sell
12,468
-404
-3% -$21.6K 0.32% 35
2023
Q3 		$670K Buy
12,872
+164
+1% +$8.99K 0.34% 34
2023
Q2 		$699K Sell
12,708
-12
-0.1% -$629 0.34% 36
2023
Q1 		$671K Sell
12,720
-4,328
-25% -$230K 0.35% 36
2022
Q4 		$869K Buy
17,048
+2,120
+14% +$108K 0.5% 29
2022
Q3 		$701K Buy
14,928
+44
+0.3% +$2.3K 0.44% 31
2022
Q2 		$781K Buy
14,884
+96
+0.6% +$5.19K 0.45% 31
2022
Q1 		$836K Buy
14,788
+808
+6% +$47.4K 0.45% 31
2021
Q4 		$830K Buy
13,980
+996
+8% +$62.4K 0.44% 31
2021
Q3 		$841K Buy
12,984
+368
+3% +$22.2K 0.43% 30
2021
Q2 		$766K Buy
12,616
+1,564
+14% +$90.6K 0.42% 29
2021
Q1 		$627K Sell
11,052
-456
-4% -$24.7K 0.36% 36
2020
Q4 		$627K Sell
11,508
-488
-4% -$23.6K 0.37% 33
2020
Q3 		$556K Buy
11,996
+776
+7% +$33.8K 0.4% 35
2020
Q2 		$488K Hold
11,220
– – 0.38% 36
2020
Q1 		$417K Buy
+11,220
New +$465K 0.4% 36

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oldfather Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q4 2025, selling an estimated $55.6K and leaving 17,260 shares worth $1.25M. The position accounts for 0.37% of the portfolio, ranked #35.

Oldfather Financial Services first reported a position in VO in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.32M in Q3 2025. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Oldfather Financial Services held 17,260 shares of Vanguard Mid-Cap ETF worth $1.25M as of Q4 2025.
  • Oldfather Financial Services sold 764 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $55.6K.
  • Vanguard Mid-Cap ETF made up 0.37% of Oldfather Financial Services's portfolio in Q4 2025, its #35 holding.
  • Oldfather Financial Services first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • Oldfather Financial Services's Vanguard Mid-Cap ETF position peaked at $1.32M in Q3 2025.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

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