Ownership history in Strategic Advocates LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Strategic Advocates LLC reported a position in VANGUARD S&P SMALL-CAP 600 GROWTH ETF (VIOG). 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 Strategic Advocates LLC underperformed the S&P 500 by β10.9% annually on this VIOG position. Timing score: 43% (3/7 decisions correct). Average cost basis: $111.42. Maximum drawdown during holding period: β10.3%.
β Significantly underperformed the S&P 500 by 10.9% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $106.05 (2025 Q1) Β· Worst: $121.39 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 0 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.9% 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