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Oldfather Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Oldfather Financial Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$73.6M Sell
117,397
-2,812
-2% -$1.75M 21.92% 1
2025
Q3 		$73.6M Buy
120,209
+2,310
+2% +$1.36M 22.93% 1
2025
Q2 		$67M Buy
117,899
+3,715
+3% +$1.95M 23.02% 1
2025
Q1 		$58.7M Sell
114,184
-2,733
-2% -$1.48M 22.27% 1
2024
Q4 		$63M Sell
116,917
-6,465
-5% -$3.5M 24% 1
2024
Q3 		$65.1M Sell
123,382
-980
-0.8% -$498K 25.05% 1
2024
Q2 		$62.2M Sell
124,362
-277
-0.2% -$133K 25.52% 1
2024
Q1 		$59.9M Sell
124,639
-655
-0.5% -$300K 24.66% 1
2023
Q4 		$54.7M Buy
125,294
+1,303
+1% +$533K 24.39% 1
2023
Q3 		$48.7M Buy
123,991
+628
+0.5% +$257K 24.71% 1
2023
Q2 		$50.2M Buy
123,363
+1,614
+1% +$623K 24.55% 1
2023
Q1 		$45.8M Buy
121,749
+3,993
+3% +$1.46M 23.68% 1
2022
Q4 		$41.4M Buy
117,756
+5,379
+5% +$1.9M 23.58% 1
2022
Q3 		$36.9M Buy
112,377
+3,120
+3% +$1.14M 23.12% 1
2022
Q2 		$40.3M Buy
109,257
+2,102
+2% +$792K 22.99% 1
2022
Q1 		$42.1M Buy
107,155
+3,146
+3% +$1.29M 22.87% 1
2021
Q4 		$42.7M Buy
104,009
+2,768
+3% +$1.17M 22.42% 1
2021
Q3 		$43.5M Sell
101,241
-1,202
-1% -$488K 22.35% 1
2021
Q2 		$41.7M Sell
102,443
-47
-0% -$18K 22.79% 1
2021
Q1 		$38.5M Buy
102,490
+1,077
+1% +$382K 22.15% 1
2020
Q4 		$36.1M Buy
101,413
+1,055
+1% +$344K 21.45% 1
2020
Q3 		$32.1M Sell
100,358
-279
-0.3% -$85K 22.84% 1
2020
Q2 		$30M Buy
100,637
+4,101
+4% +$1.1M 23.24% 1
2020
Q1 		$25.4M Buy
96,536
+23,943
+33% +$6.71M 24.15% 1
2019
Q4 		$21.8M Buy
+72,593
New +$20.5M 20.23% 1

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Oldfather Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q4 2025, selling an estimated $1.75M and leaving 117,397 shares worth $73.6M. The position accounts for 21.92% of the portfolio, ranked #1.

Oldfather Financial Services first reported a position in VOO in Q4 2019 and has held it in 25 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Oldfather Financial Services held 117,397 shares of Vanguard S&P 500 ETF worth $73.6M as of Q4 2025.
  • Oldfather Financial Services sold 2,812 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $1.75M.
  • Vanguard S&P 500 ETF made up 21.92% of Oldfather Financial Services's portfolio in Q4 2025, its #1 holding.
  • Oldfather Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

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