Parcion Private Wealth LLC VIGI — VANGUARD WHITEHALL FDS

Ownership history in Parcion Private Wealth LLC  ·  10 quarters on record

AI Ownership Summary

Parcion Private Wealth LLC reported VANGUARD WHITEHALL FDS (VIGI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.85% in 2024 Q1. The latest visible filing shows VIGI at 0.08% 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 VIGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Parcion Private Wealth LLC's position in VANGUARD WHITEHALL 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

VIGI was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.85% 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 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.

VIGI stock page Parcion Private Wealth LLC fund profile Parcion Private Wealth LLC full holdings
How Parcion Private Wealth LLC held VIGI — position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,940 -1,176,449 -98.8% 0.08% $1.2M 2026-04-22 $91.65
2025 Q4 ADDED — — — 1,190,389 +6,186 +0.5% 6.62% $108.9M 2026-01-26 $92.76
2025 Q3 ADDED — — — 1,184,203 +1,042 +0.1% 6.62% $106.1M 2025-10-14 $88.32
2025 Q2 ADDED — — — 1,183,161 +2,214 +0.2% 7.61% $106.6M 2025-07-30 $85.94
2025 Q1 REDUCED — — — 1,180,947 -18,034 -1.5% 7.98% $97.9M 2025-05-02 $85.28
2024 Q4 ADDED — — — 1,198,981 +19,935 +1.7% 7.33% $95.9M 2025-02-03 $79.56
2024 Q3 ADDED — — — 1,179,046 +30,200 +2.6% 8.66% $104.1M 2024-10-23 $82.06
2024 Q2 REDUCED 35.8% +9.0% ❌ 1,148,846 -641,726 -35.8% 8.54% $93.4M 2024-08-06 $77.52
2024 Q1 ADDED — — — 1,790,572 +297,626 +19.9% 12.85% $146.0M 2024-04-24 $75.59
2023 Q4 INITIATED — — — 1,492,946 — — 10.84% $118.5M 2024-01-23 $74.75

🏢 Other funds also holding VIGI

As of 2026 Q1 — sorted by position size

GEN Financial Management, INC. 11.11% Madson Wealth Advisors Inc 7.1% TILIA FIDUCIARY PARTNERS, INC. 3Y 6.09% Capital Advantage, Inc. 3Y 7Y 5.04% Keystone Financial Group, Inc. 4.72% Ariston Services Group 4.52% Buttonwood Financial Advisors Inc. 3Y 3.76% DAGCO, INC. 3Y 7Y 2.68% 21 West Wealth Management LLC 2.61% Infinity Wealth Counsel, LLC 2.5%

FAQ About Parcion Private Wealth LLC and VIGI

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

How long has Parcion Private Wealth LLC reported owning VIGI?

Parcion Private Wealth LLC reported VIGI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VIGI position in Parcion Private Wealth LLC's portfolio?

The largest reported portfolio weight for VIGI was 12.85% in 2024 Q1.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2026 Q1, when Parcion Private Wealth LLC reported 13,940 shares, equal to 0.08% of portfolio, with an estimated market value of $1.2M.

What does the chart on this VIGI ownership page compare?

The chart compares Parcion Private Wealth LLC's quarterly VIGI 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 Parcion Private Wealth LLC time their VIGI position?

Based on 13F filing dates vs. subsequent VIGI price moves, Parcion Private Wealth LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on VIGI relative to SPY over the holding period was -9.7%.

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