Ownership history in Algorithmic Investment Models, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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 Algorithmic Investment Models, LLC underperformed the S&P 500 by β15.1% annually on this VCSH position. Timing score: 55% (6/11 decisions correct). Average cost basis: $74.74. Maximum drawdown during holding period: β0.4%.
β Significantly underperformed the S&P 500 by 15.1% 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: $67.84 (2023 Q3) Β· Worst: $76.93 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 8 trims. Bought during 1 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Algorithmic Investment Models, LLC has been actively increasing its VCSH allocation β a bullish signal from insiders.
Currently 1.38% 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.