VTHR β€” VANGUARD SCOTTSDALE FDS

Ownership history in HOGE FINANCIAL SERVICES, LLC  Β·  3 quarters on record

AI Ownership Summary

HOGE FINANCIAL SERVICES, LLC reported VANGUARD SCOTTSDALE FDS (VTHR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.48% in 2026 Q1. The latest visible filing shows VTHR at 0.48% 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 VTHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOGE FINANCIAL SERVICES, LLC's position in VANGUARD SCOTTSDALE FDS, 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 Q1

VTHR was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 HOGE FINANCIAL SERVICES, LLC held VTHR β€” position size vs. price
% of Fund (quarterly)    VTHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,130 +282 +9.9% 0.48% $900K 2026-04-20 $313.56
2025 Q4 ADDED 2,848 +9 +0.3% 0.46% $855K 2026-01-29 $305.84
2025 Q3 INITIATED 2,839 β€” β€” 0.48% $836K 2025-11-04 $295.50

FAQ About HOGE FINANCIAL SERVICES, LLC and VTHR

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

How long has HOGE FINANCIAL SERVICES, LLC reported owning VTHR?

HOGE FINANCIAL SERVICES, LLC reported VTHR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VTHR position in HOGE FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for VTHR was 0.48% in 2026 Q1.

What is the latest reported VTHR position on this page?

The most recent filing on this page is 2026 Q1, when HOGE FINANCIAL SERVICES, LLC reported 3,130 shares, equal to 0.48% of portfolio, with an estimated market value of $900K.

What does the chart on this VTHR ownership page compare?

The chart compares HOGE FINANCIAL SERVICES, LLC's quarterly VTHR 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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