Ownership history in Hoese & Co LLP Β· 4 quarters on record
This page tracks every 13F SEC filing in which Hoese & Co LLP reported a position in VANGUARD INDEX FDS VALUE ETF (VTV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Hoese & Co LLP underperformed the S&P 500 by β4.1% annually on this VTV position. Average cost basis: $165.69. Maximum drawdown during holding period: β0.0%.
β οΈ Trailed SPY by 4.1% ann. on this position.
3 quarters analyzed
Best entry: $165.69 (2024 Q4) Β· Worst: $165.69 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size