VIG β€” VANGUARD SPECIALIZED FUNDS

Ownership history in Hoese & Co LLP  Β·  21 quarters on record

AI Ownership Summary

Hoese & Co LLP reported VANGUARD SPECIALIZED FUNDS (VIG) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.61% in 2025 Q4. The latest visible filing shows VIG at 5.61% 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 VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in VANGUARD SPECIALIZED FUNDS, 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

VIG was reported at 5.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.61% 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
2023 Q3 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 Hoese & Co LLP held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,822 +2,743 +8.3% 5.61% $7.9M 2026-02-14 (Est.) $227.26
2025 Q3 ADDED 33,079 +967 +3.0% 5.46% $7.1M 2025-10-16 $214.30
2025 Q2 ADDED 32,112 +1,132 +3.7% 5.30% $6.6M 2025-07-29 $206.71
2025 Q1 ADDED 30,980 +1,217 +4.1% 5.21% $6.0M 2025-04-11 $182.49
2024 Q4 ADDED 29,763 +2,346 +8.6% 5.06% $5.8M 2025-01-16 $194.47
2024 Q3 REDUCED 27,417 -1,603 -5.5% 4.55% $5.4M 2024-10-09 $194.68
2024 Q2 ADDED 29,020 +5,297 +22.3% 4.58% $5.2M 2024-07-03 $178.80
2024 Q1 REDUCED 23,723 -893 -3.6% 3.86% $4.2M 2024-04-08 $174.02
2023 Q4 ADDED 24,616 +180 +0.7% 3.97% $4.1M 2024-01-04 $162.72
2023 Q3 REDUCED 24,436 -473 -1.9% 3.89% $3.8M 2023-10-11 $150.45
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hoese & Co LLP and VIG

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

How long has Hoese & Co LLP reported owning VIG?

Hoese & Co LLP reported VIG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VIG position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for VIG was 5.61% in 2025 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when Hoese & Co LLP reported 35,822 shares, equal to 5.61% of portfolio, with an estimated market value of $7.9M.

What does the chart on this VIG ownership page compare?

The chart compares Hoese & Co LLP's quarterly VIG 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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