HA
VTI icon

Hofer & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Hofer & Associates’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-670
Closed -$204K – 61
2025
Q2 		$204K Sell
670
-324
-33% -$91.1K 0.13% 55
2025
Q1 		$273K Buy
994
+3
+0.3% +$872 0.19% 50
2024
Q4 		$287K Sell
991
-44
-4% -$12.8K 0.19% 48
2024
Q3 		$293K Sell
1,035
-68
-6% -$18.5K 0.2% 49
2024
Q2 		$295K Buy
1,103
+137
+14% +$35.5K 0.23% 42
2024
Q1 		$251K Sell
966
-19
-2% -$4.7K 0.21% 47
2023
Q4 		$234K Sell
985
-129
-12% -$28.5K 0.22% 48
2023
Q3 		$237K Sell
1,114
-14
-1% -$3.1K 0.24% 45
2023
Q2 		$248K Sell
1,128
-291
-21% -$60.7K 0.24% 46
2023
Q1 		$271K Hold
1,419
– – 0.27% 44
2022
Q4 		$271K Sell
1,419
-710
-33% -$137K 0.27% 44
2022
Q3 		$382K Sell
2,129
-344
-14% -$68.6K 0.41% 30
2022
Q2 		$467K Sell
2,473
-150
-6% -$30.8K 0.49% 26
2022
Q1 		$597K Buy
2,623
+432
+20% +$97.2K 0.53% 26
2021
Q4 		$529K Buy
+2,191
New +$517K 0.48% 27

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Hofer & Associates's VTI Position: Q3 2025 in Review

Hofer & Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 670 shares — an estimated $204K sold.

Hofer & Associates first reported a position in VTI in Q4 2021 and held it in 15 quarters. The position peaked at $597K in Q1 2022. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Hofer & Associates reported no remaining Vanguard Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Hofer & Associates sold 670 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $204K.
  • Hofer & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 15 quarters.
  • Hofer & Associates's Vanguard Total Stock Market ETF position peaked at $597K in Q1 2022.
  • 3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Hofer & Associates's 13F filing for Q3 2025, filed 21 Oct 2025.