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Hofer & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Hofer & Associates’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$307K Hold
513
– – 0.16% 48
2025
Q4 		$322K Hold
513
– – 0.17% 46
2025
Q3 		$314K Buy
513
+9
+2% +$5.3K 0.18% 44
2025
Q2 		$286K Sell
504
-4
-0.8% -$2.1K 0.18% 46
2025
Q1 		$261K Hold
508
– – 0.18% 52
2024
Q4 		$274K Hold
508
– – 0.18% 50
2024
Q3 		$268K Hold
508
– – 0.18% 51
2024
Q2 		$254K Buy
508
+5
+1% +$2.41K 0.2% 48
2024
Q1 		$242K Hold
503
– – 0.2% 49
2023
Q4 		$220K Buy
+503
New +$206K 0.2% 50

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Hofer & Associates's VOO Position: Q1 2026 in Review

Hofer & Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 513 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #48.

Hofer & Associates first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $322K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Hofer & Associates held 513 shares of Vanguard S&P 500 ETF worth $307K as of Q1 2026.
  • Hofer & Associates left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.16% of Hofer & Associates's portfolio in Q1 2026, its #48 holding.
  • Hofer & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Hofer & Associates's Vanguard S&P 500 ETF position peaked at $322K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.