Ownership history in AlphaCore Capital LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which AlphaCore Capital LLC reported a position in VANGUARD INDEX FDS (VOO). 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 AlphaCore Capital LLC outperformed the S&P 500 by +0.2% annually on this VOO position. Timing score: 62% (8/13 decisions correct). Average cost basis: $529.94. Maximum drawdown during holding period: β20.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $217.47 (2020 Q1) Β· Worst: $627.13 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 3 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π AlphaCore Capital LLC has been actively increasing its VOO allocation β a bullish signal from insiders.
Currently 1.3% 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