Hickory Point Bank & Trust VGK VANGUARD

Ownership history in Hickory Point Bank & Trust  ·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported VANGUARD (VGK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.06% in 2025 Q4. The latest visible filing shows VGK at 1.85% 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 VGK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in VANGUARD, 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

VGK was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2025 Q4

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

Time in book
Holding Window
2024 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.

How Hickory Point Bank & Trust held VGK — position size vs. price
% of Fund (quarterly)    VGK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 34,067 +153 +0.5% 1.85% $2.8M 2026-05-15 (Est.) $85.79
2025 Q4 ADDED 33,914 +135 +0.4% 2.06% $2.8M 2026-01-12 $85.84
2025 Q3 ADDED 33,779 +2,078 +6.6% 2.01% $2.7M 2025-10-06 $79.97
2025 Q2 ADDED 31,701 +4,325 +15.8% 1.98% $2.5M 2025-07-08 $76.65
2025 Q1 ADDED 27,376 +3,771 +16.0% 1.69% $1.9M 2025-04-14 $66.68
2024 Q4 INITIATED 23,605 1.32% $1.5M 2025-02-05 $65.68

FAQ About Hickory Point Bank & Trust and VGK

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

How long has Hickory Point Bank & Trust reported owning VGK?

Hickory Point Bank & Trust reported VGK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VGK position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for VGK was 2.06% in 2025 Q4.

What is the latest reported VGK position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 34,067 shares, equal to 1.85% of portfolio, with an estimated market value of $2.8M.

What does the chart on this VGK ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly VGK 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 Hickory Point Bank & Trust time their VGK position?

Based on 13F filing dates vs. subsequent VGK price moves, Hickory Point Bank & Trust correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VGK relative to SPY over the holding period was +4.1%.

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