Ownership history in Advisory Services Network, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in VANGUARD SCOTTSDALE FDS (VTWO). 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 Advisory Services Network, LLC underperformed the S&P 500 by β24.7% annually on this VTWO position. Timing score: 44% (4/9 decisions correct). Average cost basis: $51.22. Maximum drawdown during holding period: β2.9%.
β Significantly underperformed the S&P 500 by 24.7% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $39.39 (2013 Q4) Β· Worst: $67.50 (2022 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 7 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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