Swisher Financial Concepts, Inc. VIGI — VANGUARD WHITEHALL FDS

Ownership history in Swisher Financial Concepts, Inc.  ·  10 quarters on record

AI Ownership Summary

Swisher Financial Concepts, Inc. reported VANGUARD WHITEHALL FDS (VIGI) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.29% in 2024 Q3. The latest visible filing shows VIGI 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Swisher Financial Concepts, Inc.'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 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.29% in 2024 Q3

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.

VIGI stock page Swisher Financial Concepts, Inc. fund profile Swisher Financial Concepts, Inc. full holdings
How Swisher Financial Concepts, Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11.0% +6.4% ❌ 6,698 -832 -11.0% 0.33% $592K 2026-04-16 $92.14
2025 Q4 REDUCED — — — 7,530 -71 -0.9% 0.39% $689K 2026-02-10 $94.98
2025 Q3 REDUCED 32.7% +3.3% ❌ 7,601 -3,689 -32.7% 0.41% $681K 2025-10-20 $89.78
2025 Q2 REDUCED 25.7% -0.9% ✅ 11,290 -3,899 -25.7% 0.66% $1.0M 2025-07-16 $86.50
2025 Q1 REDUCED 33.9% +9.3% ❌ 15,189 -7,792 -33.9% 1.04% $1.3M 2025-04-09 $77.47
2024 Q4 REDUCED 77.2% +4.3% ❌ 22,981 -77,666 -77.2% 2.16% $1.8M 2025-02-13 $81.69
2024 Q3 ADDED — — — 100,647 +39,054 +63.4% 5.29% $8.4M 2024-11-05 $81.44
2024 Q2 ADDED — — — 61,593 +1,254 +2.1% 5.08% $5.0M 2024-07-22 $80.68
2024 Q1 ADDED — — — 60,339 +3,040 +5.3% 4.19% $4.8M 2024-04-23 $75.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIGI

As of 2026 Q2 — sorted by position size

GEN Financial Management, INC. 11.39% Madson Wealth Advisors Inc 6.11% American Financial Advisors, LLC 3Y 7Y 5.25% Keystone Financial Group, Inc. 5.15% Capital Advantage, Inc. 3Y 7Y 4.92% Opus Financial Solutions LLC 4.65% Ariston Services Group 4.4% Silver Lake Advisory, LLC 3Y 7Y 4.2% Buttonwood Financial Advisors Inc. 3Y 3.88% Red Mountain Financial, LLC 3.09%

FAQ About Swisher Financial Concepts, Inc. and VIGI

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

How long has Swisher Financial Concepts, Inc. reported owning VIGI?

Swisher Financial Concepts, Inc. reported VIGI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VIGI position in Swisher Financial Concepts, Inc.'s portfolio?

The largest reported portfolio weight for VIGI was 5.29% in 2024 Q3.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2026 Q1, when Swisher Financial Concepts, Inc. reported 6,698 shares, equal to 0.33% of portfolio, with an estimated market value of $592K.

What does the chart on this VIGI ownership page compare?

The chart compares Swisher Financial Concepts, Inc.'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 Swisher Financial Concepts, Inc. time their VIGI position?

Based on 13F filing dates vs. subsequent VIGI price moves, Swisher Financial Concepts, Inc. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on VIGI relative to SPY over the holding period was -7.1%.

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