VTV β€” VANGUARD INDEX FDS VALUE ETF

Ownership history in Hoese & Co LLP  Β·  4 quarters on record

AI Ownership Summary

Hoese & Co LLP reported VANGUARD INDEX FDS VALUE ETF (VTV) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows VTV at 0.06% 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 VTV 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 INDEX FDS VALUE ETF, 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 Q3

VTV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

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 2025 Q3

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 VTV β€” position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 428 β€” 0% 0.06% $80K 2025-10-16 $182.76
2025 Q2 UNCHANGED 428 β€” 0% 0.06% $76K 2025-07-29 $176.91
2025 Q1 UNCHANGED 428 β€” 0% 0.06% $74K 2025-04-11 $158.43
2024 Q4 INITIATED 428 β€” β€” 0.06% $72K 2025-01-16 $169.06

FAQ About Hoese & Co LLP and VTV

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 VTV?

Hoese & Co LLP reported VTV across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for VTV was 0.06% in 2025 Q1.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q3, when Hoese & Co LLP reported 428 shares, equal to 0.06% of portfolio, with an estimated market value of $80K.

What does the chart on this VTV ownership page compare?

The chart compares Hoese & Co LLP's quarterly VTV 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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