VCIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Hofer & Associates. Inc  Β·  8 quarters on record

AI Ownership Summary

Hofer & Associates. Inc reported VANGUARD SCOTTSDALE FDS (VCIT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.54% in 2025 Q1. The latest visible filing shows VCIT at 2.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hofer & Associates. Inc's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCIT was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hofer & Associates. Inc held VCIT β€” position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,887 +2,803 +6.0% 2.21% $4.2M 2026-02-14 (Est.) $84.19
2025 Q3 ADDED 47,084 +576 +1.2% 2.27% $4.0M 2025-10-21 $83.03
2025 Q2 ADDED 46,508 +658 +1.4% 2.41% $3.9M 2025-07-15 $79.23
2025 Q1 ADDED 45,850 +1,319 +3.0% 2.54% $3.7M 2025-04-23 $77.11
2024 Q4 ADDED 44,531 +10,529 +31.0% 2.40% $3.6M 2025-01-24 $76.17
2024 Q3 ADDED 34,002 +789 +2.4% 1.96% $2.8M 2024-10-21 $76.71
2024 Q2 ADDED 33,213 +1,026 +3.2% 2.06% $2.7M 2024-07-18 $74.98
2024 Q1 INITIATED 32,187 β€” β€” 2.18% $2.6M 2024-04-22 $71.82

FAQ About Hofer & Associates. Inc and VCIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hofer & Associates. Inc reported owning VCIT?

Hofer & Associates. Inc reported VCIT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VCIT position in Hofer & Associates. Inc's portfolio?

The largest reported portfolio weight for VCIT was 2.54% in 2025 Q1.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2025 Q4, when Hofer & Associates. Inc reported 49,887 shares, equal to 2.21% of portfolio, with an estimated market value of $4.2M.

What does the chart on this VCIT ownership page compare?

The chart compares Hofer & Associates. Inc's quarterly VCIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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