Ownership history in Strategic Equity Management Β· 7 quarters on record
This page tracks every 13F SEC filing in which Strategic Equity Management reported a position in VANGUARD INDEX FDS (VB). 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 Equity Management underperformed the S&P 500 by β7.0% annually on this VB position. Timing score: 60% (3/5 decisions correct). Average cost basis: $238.43. Maximum drawdown during holding period: β7.3%.
β Significantly underperformed the S&P 500 by 7.0% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $219.54 (2025 Q1) Β· Worst: $257.95 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.05% 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