VTI VANGUARD

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

AI Ownership Summary

Hoese & Co LLP reported VANGUARD (VTI) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.7% in 2024 Q1. The latest visible filing shows VTI at 2.81% 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 Hoese & Co LLP'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
2025 Q4

VTI was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.7% in 2024 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.

How Hoese & Co LLP 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 REDUCED 11,763 -443 -3.6% 2.81% $3.9M 2026-02-14 (Est.) $335.60
2025 Q3 UNCHANGED 12,206 0% 3.06% $4.0M 2025-10-16 $323.83
2025 Q2 REDUCED 12,206 -667 -5.2% 2.99% $3.7M 2025-07-29 $309.89
2025 Q1 UNCHANGED 12,873 0% 3.07% $3.5M 2025-04-11 $258.68
2024 Q4 REDUCED 12,873 -307 -2.3% 3.24% $3.7M 2025-01-16 $289.05
2024 Q3 REDUCED 13,180 -2,003 -13.2% 3.13% $3.7M 2024-10-09 $279.29
2024 Q2 REDUCED 15,183 -860 -5.4% 3.45% $4.0M 2024-07-03 $264.94
2024 Q1 REDUCED 16,043 -549 -3.3% 3.70% $4.1M 2024-04-08 $251.10
2023 Q4 REDUCED 16,592 -203 -1.2% 3.68% $3.8M 2024-01-04 $226.21
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hoese & Co LLP and VTI

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 VTI?

Hoese & Co LLP reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for VTI was 3.70% in 2024 Q1.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Hoese & Co LLP reported 11,763 shares, equal to 2.81% of portfolio, with an estimated market value of $3.9M.

What does the chart on this VTI ownership page compare?

The chart compares Hoese & Co LLP'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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