Ownership history in Hofer & Associates. Inc · 8 quarters on record
This page tracks every 13F SEC filing in which Hofer & Associates. Inc reported a position in VANGUARD SCOTTSDALE FDS (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 49,887 | +2,803 | +6.0% | 2.21% | $4.2M | $83.12 |
| 2025 Q3 | ADDED | 47,084 | +576 | +1.2% | 2.27% | $4.0M | $82.18 |
| 2025 Q2 | ADDED | 46,508 | +658 | +1.4% | 2.41% | $3.9M | $80.05 |
| 2025 Q1 | ADDED | 45,850 | +1,319 | +3.0% | 2.54% | $3.7M | $78.01 |
| 2024 Q4 | ADDED | 44,531 | +10,529 | +31.0% | 2.40% | $3.6M | $76.02 |
| 2024 Q3 | ADDED | 34,002 | +789 | +2.4% | 1.96% | $2.8M | $78.14 |
| 2024 Q2 | ADDED | 33,213 | +1,026 | +3.2% | 2.06% | $2.7M | $73.76 |
| 2024 Q1 | INITIATED | 32,187 | — | — | 2.18% | $2.6M | — |
As of 2025 Q4 — sorted by position size