Hofer & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hofer & Associates’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.64M	Buy	+9,271	New	+$2.76M	1.84%	19

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Hofer & Associates's VB Position: Q3 2026 in Review

Hofer & Associates opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 9,271 shares worth $2.64M. The stake represents 1.84% of the portfolio and ranks #19 among its holdings.

480 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Hofer & Associates held 9,271 shares of Vanguard Morningstar Small-Cap ETF worth $2.64M as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Hofer & Associates position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 1.84% of Hofer & Associates's portfolio in Q3 2026, its #19 holding.
480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.