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Oldfather Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oldfather Financial Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.92M Sell
5,741
-54
-0.9% -$18K 0.57% 28
2025
Q3 		$1.9M Sell
5,795
-3
-0.1% -$948 0.59% 25
2025
Q2 		$1.76M Hold
5,798
– – 0.61% 25
2025
Q1 		$1.59M Sell
5,798
-4
-0.1% -$1.16K 0.6% 25
2024
Q4 		$1.68M Buy
5,802
+633
+12% +$185K 0.64% 23
2024
Q3 		$1.46M Sell
5,169
-236
-4% -$64.4K 0.56% 25
2024
Q2 		$1.45M Buy
5,405
+29
+0.5% +$7.51K 0.59% 24
2024
Q1 		$1.4M Sell
5,376
-45
-0.8% -$11.1K 0.58% 25
2023
Q4 		$1.29M Sell
5,421
-85
-2% -$18.8K 0.57% 26
2023
Q3 		$1.17M Buy
5,506
+20
+0.4% +$4.43K 0.59% 25
2023
Q2 		$1.21M Sell
5,486
-256
-4% -$53.4K 0.59% 25
2023
Q1 		$1.17M Sell
5,742
-22
-0.4% -$4.4K 0.61% 27
2022
Q4 		$1.1M Sell
5,764
-1,030
-15% -$199K 0.63% 25
2022
Q3 		$1.22M Buy
6,794
+65
+1% +$13K 0.76% 24
2022
Q2 		$1.35M Buy
6,729
+2
+0% +$411 0.77% 24
2022
Q1 		$1.45M Buy
6,727
+11
+0.2% +$2.47K 0.78% 24
2021
Q4 		$1.52M Sell
6,716
-56
-0.8% -$13.2K 0.8% 23
2021
Q3 		$1.64M Buy
6,772
+226
+3% +$51.5K 0.84% 23
2021
Q2 		$1.5M Buy
6,546
+11
+0.2% +$2.39K 0.82% 23
2021
Q1 		$1.39M Sell
6,535
-112
-2% -$22.7K 0.8% 24
2020
Q4 		$1.36M Buy
6,647
+50
+0.8% +$9.14K 0.81% 23
2020
Q3 		$1.17M Buy
6,597
+10
+0.2% +$1.68K 0.84% 23
2020
Q2 		$1.08M Sell
6,587
-52
-0.8% -$7.67K 0.84% 22
2020
Q1 		$958K Buy
6,639
+161
+2% +$24.9K 0.91% 20
2019
Q4 		$1.08M Buy
+6,478
New +$1.01M 1% 21

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Oldfather Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.93% in Q4 2025, selling an estimated $18K and leaving 5,741 shares worth $1.92M. The position accounts for 0.57% of the portfolio, ranked #28.

Oldfather Financial Services first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. 3,583 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Oldfather Financial Services held 5,741 shares of Vanguard Morningstar Total Stock Market ETF worth $1.92M as of Q4 2025.
  • Oldfather Financial Services sold 54 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $18K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.57% of Oldfather Financial Services's portfolio in Q4 2025, its #28 holding.
  • Oldfather Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • 3,583 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

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