HA
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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Hofer & Associates opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 572 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #67 among its holdings. This is a return to the name: Hofer & Associates previously reported a position in VTI as recently as Q2 2025.

Hofer & Associates first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $597K in Q1 2022. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hofer & Associates held 572 shares of Vanguard Morningstar Total Stock Market ETF worth $212K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Hofer & Associates position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Hofer & Associates's portfolio in Q2 2026, its #67 holding.
  • Hofer & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Hofer & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $597K in Q1 2022.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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