VTI VANGUARD TOTAL STOCK

Ownership history in Nicholas Hoffman & Company, LLC.  ·  38 quarters on record

AI Ownership Summary

Nicholas Hoffman & Company, LLC. reported VANGUARD TOTAL STOCK (VTI) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.91% in 2023 Q4. The latest visible filing shows VTI at 1.61% 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 VTI 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 TOTAL STOCK, 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

VTI was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.91% 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 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 Nicholas Hoffman & Company, LLC. held VTI — position size vs. price
% of Fund (quarterly)    VTI 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 207,371 +20,833 +11.2% 1.61% $69.5M 2026-02-14 (Est.) $335.60
2025 Q3 ADDED 186,538 +21,670 +13.1% 1.48% $61.2M 2025-11-12 $333.86
2025 Q2 ADDED 164,868 +709 +0.4% 1.29% $50.1M 2025-08-06 $308.54
2025 Q1 REDUCED 164,159 -40,992 -20.0% 1.71% $45.1M 2025-05-09 $274.72
2024 Q4 ADDED 205,151 +4 +0.0% 2.38% $59.5M 2025-01-31 $294.08
2024 Q3 REDUCED 205,147 -345 -0.2% 2.45% $58.1M 2024-10-25 $280.31
2024 Q2 ADDED 205,492 +1,263 +0.6% 2.58% $55.0M 2024-08-02 $257.29
2024 Q1 ADDED 204,229 +383 +0.2% 2.69% $53.1M 2024-04-22 $241.50
2023 Q4 REDUCED 203,846 -2,738 -1.3% 2.91% $48.4M 2024-02-01 $236.25
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Nicholas Hoffman & Company, LLC. and VTI

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 VTI?

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

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

The largest reported portfolio weight for VTI was 2.91% in 2023 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Nicholas Hoffman & Company, LLC. reported 207,371 shares, equal to 1.61% of portfolio, with an estimated market value of $69.5M.

What does the chart on this VTI ownership page compare?

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