VO — VANGUARD MID CAP ETF IV

Ownership history in Nicholas Hoffman & Company, LLC.  ·  39 quarters on record

AI Ownership Summary

Nicholas Hoffman & Company, LLC. reported VANGUARD MID CAP ETF IV (VO) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.46% in 2025 Q1. The latest visible filing shows VO at 7.92% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholas Hoffman & Company, LLC.'s position in VANGUARD MID CAP ETF IV, 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

VO was reported at 7.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.46% 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
2023 Q4 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.

VO stock page Nicholas Hoffman & Company, LLC. fund profile Nicholas Hoffman & Company, LLC. full holdings
How Nicholas Hoffman & Company, LLC. held VO — position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,176,433 +3,447 +0.3% 7.92% $341.4M 2026-02-14 (Est.) $301.01
2025 Q3 ADDED 1,172,986 +76,676 +7.0% 8.34% $344.6M 2025-11-12 $289.89
2025 Q2 ADDED 1,096,310 +236,034 +27.4% 7.93% $306.8M 2025-08-06 $281.20
2025 Q1 ADDED 860,276 +114,143 +15.3% 8.46% $222.5M 2025-05-09 $258.76
2024 Q4 ADDED 746,133 +77,719 +11.6% 7.88% $197.1M 2025-01-31 $270.28
2024 Q3 ADDED 668,414 +51,533 +8.4% 7.44% $176.3M 2024-10-25 $258.93
2024 Q2 ADDED 616,881 +75,892 +14.0% 7.00% $149.3M 2024-08-02 $237.11
2024 Q1 ADDED 540,989 +93,931 +21.0% 6.86% $135.2M 2024-04-22 $229.64
2023 Q4 ADDED 447,058 +103,412 +30.1% 6.26% $104.0M 2024-02-01 $224.12
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VO

As of 2026 Q1 — sorted by position size

TL Private Wealth 3Y 14.25% William Mack & Associates, Inc. 13.01% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.82% Somnio Financial Group, LLC 9.15% Adelphi Trust Co 8.13% Uptown Financial Advisors LLC 8.09% Plus Group Wealth Advisors LLC 7.57% Horizons Wealth Management 3Y 7.29% Veracity Capital LLC 3Y 6.83% Towerpoint Wealth, LLC 3Y 7Y 6.46%

FAQ About Nicholas Hoffman & Company, LLC. and VO

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

How long has Nicholas Hoffman & Company, LLC. reported owning VO?

Nicholas Hoffman & Company, LLC. reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in Nicholas Hoffman & Company, LLC.'s portfolio?

The largest reported portfolio weight for VO was 8.46% in 2025 Q1.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when Nicholas Hoffman & Company, LLC. reported 1,176,433 shares, equal to 7.92% of portfolio, with an estimated market value of $341.4M.

What does the chart on this VO ownership page compare?

The chart compares Nicholas Hoffman & Company, LLC.'s quarterly VO 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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