Hobart Private Capital, LLC IVOV — VANGUARD ADMIRAL FDS INC

Ownership history in Hobart Private Capital, LLC  ·  9 quarters on record

AI Ownership Summary

Hobart Private Capital, LLC reported VANGUARD ADMIRAL FDS INC (IVOV) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows IVOV at 0.07% 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 IVOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hobart Private Capital, LLC's position in VANGUARD ADMIRAL FDS INC, 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 Q2

IVOV was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

IVOV stock page Hobart Private Capital, LLC fund profile Hobart Private Capital, LLC full holdings
How Hobart Private Capital, LLC held IVOV — position size vs. price
% of Fund (quarterly)    IVOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3,756 — 0% 0.07% $428K 2026-07-06 $113.59
2026 Q1 UNCHANGED — — — 3,756 — 0% 0.08% $383K 2026-04-07 $103.37
2025 Q4 REDUCED — — — 3,756 -26 -0.7% 0.07% $379K 2026-01-27 $105.63
2025 Q3 ADDED — — — 3,782 +26 +0.7% 0.08% $381K 2025-10-01 $99.38
2025 Q2 UNCHANGED — — — 3,756 — 0% 0.08% $359K 2025-07-31 $94.60
2025 Q1 UNCHANGED — — — 3,756 — 0% 0.09% $346K 2025-04-01 $90.67
2024 Q4 UNCHANGED — — — 3,756 — 0% 0.09% $359K 2025-01-28 $97.82
2024 Q3 UNCHANGED — — — 3,756 — 0% 0.09% $360K 2024-11-07 $97.81
2024 Q2 INITIATED — — — 3,756 — — 0.09% $329K 2024-07-30 $90.62

🏢 Other funds also holding IVOV

As of 2026 Q2 — sorted by position size

Trust Point Inc. 6.43% Stordahl Capital Management, Inc. 3Y 7Y 3.68% ROCKLAND TRUST CO 3Y 7Y 3.65% Avior Wealth Management, LLC 3Y 7Y 0.48% TopTier Wealth Management, LLC 0.3% Atlas Brown,Inc. 3Y 7Y 0.14% BDFS Capital LLC 0.1% PFG Advisors 3Y 7Y 0.06% Octavia Wealth Advisors, LLC 3Y 0.02% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.02%

FAQ About Hobart Private Capital, LLC and IVOV

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

How long has Hobart Private Capital, LLC reported owning IVOV?

Hobart Private Capital, LLC reported IVOV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IVOV position in Hobart Private Capital, LLC's portfolio?

The largest reported portfolio weight for IVOV was 0.09% in 2024 Q2.

What is the latest reported IVOV position on this page?

The most recent filing on this page is 2026 Q2, when Hobart Private Capital, LLC reported 3,756 shares, equal to 0.07% of portfolio, with an estimated market value of $428K.

What does the chart on this IVOV ownership page compare?

The chart compares Hobart Private Capital, LLC's quarterly IVOV 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 Hobart Private Capital, LLC time their IVOV position?

Based on 13F filing dates vs. subsequent IVOV price moves, Hobart Private Capital, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IVOV relative to SPY over the holding period was -6.2%.

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