Ownership history in 25 LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which 25 LLC reported a position in VANGUARD INDEX FDS (VTV). 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 25 LLC underperformed the S&P 500 by β6.1% annually on this VTV position. Timing score: 55% (6/11 decisions correct). Average cost basis: $136.80. Maximum drawdown during holding period: β2.5%.
β Significantly underperformed the S&P 500 by 6.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $129.41 (2023 Q1) Β· Worst: $190.99 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 4 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 8.27% 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