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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Hofer & Associates's VO Position: Q2 2026 in Review

Hofer & Associates increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.4% in Q2 2026, buying an estimated $124K and bringing the position to 67,355 shares worth $5.43M. The position accounts for 2.62% of the portfolio, ranked #15.

Hofer & Associates first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Hofer & Associates held 67,355 shares of Vanguard Morningstar Mid-Cap ETF worth $5.43M as of Q2 2026.
  • Hofer & Associates bought 1,603 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.62% of Hofer & Associates's portfolio in Q2 2026, its #15 holding.
  • Hofer & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.