Hofer & Associates
VTI icon

Hofer & Associates’s Vanguard Morningstar 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
2026
Q3 		$732K Buy
1,957
+1,385
+242% +$519K 0.51% 45
2026
Q2 		$212K Buy
+572
New +$205K 0.1% 67
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

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

Hofer & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 242% in Q3 2026, buying an estimated $519K and bringing the position to 1,957 shares worth $732K. The position accounts for 0.51% of the portfolio, ranked #45.

Hofer & Associates first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 1,333 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Hofer & Associates held 1,957 shares of Vanguard Morningstar Total Stock Market ETF worth $732K as of Q3 2026.
  • Hofer & Associates bought 1,385 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $519K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.51% of Hofer & Associates's portfolio in Q3 2026, its #45 holding.
  • Hofer & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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