EARNED WEALTH ADVISORS, LLC VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in EARNED WEALTH ADVISORS, LLC  ·  9 quarters on record

AI Ownership Summary

EARNED WEALTH ADVISORS, LLC reported VANGUARD SPECIALIZED FUNDS (VIG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.47% in 2024 Q1. The latest visible filing shows VIG at 0.33% 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 VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EARNED WEALTH ADVISORS, LLC'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
2026 Q1

VIG was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% 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
2024 Q1 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.

VIG stock page EARNED WEALTH ADVISORS, LLC fund profile EARNED WEALTH ADVISORS, LLC full holdings
How EARNED WEALTH ADVISORS, LLC held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 22,617 +1,252 +5.9% 0.33% $4.9M 2026-05-07 $228.11
2025 Q4 REDUCED — — — 21,365 -16 -0.1% 0.50% $4.7M 2026-01-16 $224.76
2025 Q3 ADDED — — — 21,381 +89 +0.4% 0.76% $4.6M 2025-10-22 $214.55
2025 Q2 UNCHANGED — — — 21,292 — 0% 0.85% $4.4M 2025-08-04 $204.34
2025 Q1 ADDED — — — 21,292 +1,060 +5.2% 0.91% $4.1M 2025-05-09 $189.14
2024 Q4 UNCHANGED — — — 20,232 — 0% 1.27% $4.0M 2025-01-31 $198.01
2024 Q3 REDUCED — — — 20,232 -568 -2.7% 1.22% $4.0M 2024-11-01 $190.12
2024 Q2 REDUCED — — — 20,800 -293 -1.4% 1.44% $3.8M 2024-08-02 $180.98
2024 Q1 INITIATED — — — 21,093 — — 1.47% $3.9M 2024-04-26 $170.72

🏢 Other funds also holding VIG

As of 2026 Q1 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 29.36% 360 Financial, Inc. 3Y 25.71% Diana Davis Spencer Foundation 3Y 7Y 24.48% Ball & Co Wealth Management Inc. 22.32% Reality Financial Planning Services, LLC 16.67% Granite FO LLC 15.44% GEN Financial Management, INC. 15.14% Ariston Services Group 15.08% KITCHING PARTNERS, LLC 14.94% KilterHowling LLC 3Y 14.9%

FAQ About EARNED WEALTH ADVISORS, LLC and VIG

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

How long has EARNED WEALTH ADVISORS, LLC reported owning VIG?

EARNED WEALTH ADVISORS, LLC reported VIG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VIG position in EARNED WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VIG was 1.47% in 2024 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2026 Q1, when EARNED WEALTH ADVISORS, LLC reported 22,617 shares, equal to 0.33% of portfolio, with an estimated market value of $4.9M.

What does the chart on this VIG ownership page compare?

The chart compares EARNED WEALTH ADVISORS, LLC'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.

How well did EARNED WEALTH ADVISORS, LLC time their VIG position?

Based on 13F filing dates vs. subsequent VIG price moves, EARNED WEALTH ADVISORS, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on VIG relative to SPY over the holding period was -4.7%.

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