Hofer & Associates. Inc VOO — VANGUARD INDEX FDS

Ownership history in Hofer & Associates. Inc  ·  10 quarters on record

AI Ownership Summary

Hofer & Associates. Inc reported VANGUARD INDEX FDS (VOO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2023 Q4. The latest visible filing shows VOO at 0.16% 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 VOO 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 INDEX 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
2026 Q1

VOO was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

VOO stock page Hofer & Associates. Inc fund profile Hofer & Associates. Inc full holdings
How Hofer & Associates. Inc held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 513 — 0% 0.16% $307K 2026-04-22 $653.90
2025 Q4 UNCHANGED — — — 513 — 0% 0.17% $322K 2026-01-15 $634.62
2025 Q3 ADDED — — — 513 +9 +1.8% 0.18% $314K 2025-10-21 $613.41
2025 Q2 REDUCED — — — 504 -4 -0.8% 0.18% $286K 2025-07-15 $566.83
2025 Q1 UNCHANGED — — — 508 — 0% 0.18% $261K 2025-04-23 $486.24
2024 Q4 UNCHANGED — — — 508 — 0% 0.18% $274K 2025-01-24 $550.48
2024 Q3 UNCHANGED — — — 508 — 0% 0.18% $268K 2024-10-21 $526.66
2024 Q2 ADDED — — — 508 +5 +1.0% 0.20% $254K 2024-07-18 $497.04
2024 Q1 UNCHANGED — — — 503 — 0% 0.20% $242K 2024-04-22 $447.61
2023 Q4 INITIATED — — — 503 — — 0.20% $220K 2024-01-22 $431.84

🏢 Other funds also holding VOO

As of 2026 Q1 — sorted by position size

Call To Action Foundation 100.0% SENTRY INVESTMENT MANAGEMENT LLC 3Y 7Y 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AFBI LP 100.0% Innovator Capital Management, LLC 99.63% Powers Capital, LLC 99.1% Pandi, LLC 98.31% Trans-Canada Capital Inc. 91.24% AXIS CAPITAL HOLDINGS LTD 89.59% GLOBE LIFE INC. 3Y 7Y 86.18%

FAQ About Hofer & Associates. Inc and VOO

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 VOO?

Hofer & Associates. Inc reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for VOO was 0.20% in 2023 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Hofer & Associates. Inc reported 513 shares, equal to 0.16% of portfolio, with an estimated market value of $307K.

What does the chart on this VOO ownership page compare?

The chart compares Hofer & Associates. Inc's quarterly VOO 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.

How well did Hofer & Associates. Inc time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Hofer & Associates. Inc correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VOO relative to SPY over the holding period was +3.8%.

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