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Vantage Financial Partners (Wisconsin)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$238K Sell
2,599
-1,002
-28% -$91.2K 0.05% 188
2025
Q3 		$321K Buy
3,601
+5
+0.1% +$422 0.07% 154
2025
Q2 		$288K Sell
3,596
-33
-0.9% -$2.38K 0.07% 156
2025
Q1 		$247K Sell
3,629
-66
-2% -$4.92K 0.06% 163
2024
Q4 		$281K Sell
3,695
-234
-6% -$17.5K 0.07% 140
2024
Q3 		$281K Buy
+3,929
New +$273K 0.07% 145

Other funds holding ONEQ

AF
Align Financial Hermantown, Minnesota $176M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ONEQ Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 28% in Q4 2025, selling an estimated $91.2K and leaving 2,599 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #188.

Vantage Financial Partners (Wisconsin) first reported a position in ONEQ in Q3 2024 and has held it in 6 quarters since. The position peaked at $321K in Q3 2025. 405 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 2,599 shares of Fidelity Nasdaq Composite Index ETF worth $238K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 1,002 Fidelity Nasdaq Composite Index ETF shares in Q4 2025, an estimated $91.2K.
  • Fidelity Nasdaq Composite Index ETF made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #188 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Fidelity Nasdaq Composite Index ETF position peaked at $321K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.