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 Q3	$5.75M	Buy	8,209 +7,696	+1,500%	+$5.38M	4.01%	6
2026 Q2	$352K	Hold	513	–	–	0.17%	48
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Hofer & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 1,500% in Q3 2026, buying an estimated $5.38M and bringing the position to 8,209 shares worth $5.75M. The position accounts for 4.01% of the portfolio, ranked #6.

Hofer & Associates first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,346 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Hofer & Associates held 8,209 shares of Vanguard S&P 500 ETF worth $5.75M as of Q3 2026.
Hofer & Associates bought 7,696 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $5.38M.
Vanguard S&P 500 ETF made up 4.01% of Hofer & Associates's portfolio in Q3 2026, its #6 holding.
Hofer & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,346 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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