Hofer & Associates
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Hofer & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hofer & Associates’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
2026
Q3 		$4.59M Sell
58,473
-8,882
-13% -$722K 3.2% 9
2026
Q2 		$5.43M Buy
67,355
+1,603
+2% +$124K 2.62% 15
2026
Q1 		$4.72M Buy
65,752
+1,552
+2% +$115K 2.54% 15
2025
Q4 		$4.66M Buy
64,200
+2,200
+4% +$160K 2.47% 15
2025
Q3 		$4.55M Buy
62,000
+528
+0.9% +$37.9K 2.61% 14
2025
Q2 		$4.3M Buy
61,472
+848
+1% +$55.7K 2.68% 14
2025
Q1 		$3.92M Buy
60,624
+2,520
+4% +$169K 2.66% 12
2024
Q4 		$3.84M Sell
58,104
-56
-0.1% -$3.8K 2.58% 12
2024
Q3 		$3.84M Buy
58,160
+392
+0.7% +$24.6K 2.65% 12
2024
Q2 		$3.5M Buy
57,768
+832
+1% +$50.6K 2.71% 12
2024
Q1 		$3.56M Buy
56,936
+2,264
+4% +$134K 2.99% 11
2023
Q4 		$3.18M Sell
54,672
-560
-1% -$29.9K 2.95% 12
2023
Q3 		$2.88M Hold
55,232
– – 2.95% 13
2023
Q2 		$3.04M Buy
55,232
+4,588
+9% +$241K 2.92% 13
2023
Q1 		$2.58M Sell
50,644
-260
-0.5% -$13.8K 2.58% 14
2022
Q4 		$2.59M Buy
50,904
+1,148
+2% +$58.5K 2.59% 14
2022
Q3 		$2.34M Buy
49,756
+2,596
+6% +$136K 2.51% 14
2022
Q2 		$2.32M Buy
47,160
+576
+1% +$31.1K 2.42% 14
2022
Q1 		$2.77M Buy
46,584
+6,508
+16% +$382K 2.44% 15
2021
Q4 		$2.55M Buy
+40,076
New +$2.51M 2.31% 16

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

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

Hofer & Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 13% in Q3 2026, selling an estimated $722K and leaving 58,473 shares worth $4.59M. The position accounts for 3.2% of the portfolio, ranked #9.

Hofer & Associates first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.43M in Q2 2026. 835 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Hofer & Associates held 58,473 shares of Vanguard Morningstar Mid-Cap ETF worth $4.59M as of Q3 2026.
  • Hofer & Associates sold 8,882 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $722K.
  • Vanguard Morningstar Mid-Cap ETF made up 3.2% of Hofer & Associates's portfolio in Q3 2026, its #9 holding.
  • Hofer & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Hofer & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $5.43M in Q2 2026.
  • 835 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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