IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Strategic Equity Inv

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares7,795 from 7,795
Change0 (0%)
Value$292.4K (-$24.3K)
Filed 2026-01-15
Garton & Associates Financial Advisors LLC
NEW
Shares3,557
Change+3,557
Value$133.4K
Filed 2026-02-18
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 4,823
Change-4,823 (-100%)
Value$0 (-$196.0K)
Filed 2026-02-12
Status
Fifth Third Wealth Advisors LLC
UNCHANGED7,7957,79500%$316.7K$292.4K-$24.3K2026-01-15
Garton & Associates Financial Advisors LLC
NEW3,557—+3,557——$133.4K—2026-02-18
Grey Fox Wealth Advisors, LLC
CLOSED04,823-4,823-100%$196.0K$0-$196.0K2026-02-12
Showing 3 of 3 institutions