Ownership history in Arax Advisory Partners Β· 29 quarters on record
This page tracks every 13F SEC filing in which Arax Advisory Partners reported a position in VANGUARD INDEX FDS SMALL CP ETF (VB). 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 Arax Advisory Partners underperformed the S&P 500 by β6.1% annually on this VB position. Timing score: 62% (15/24 decisions correct). Average cost basis: $174.27. Maximum drawdown during holding period: β23.6%.
β Significantly underperformed the S&P 500 by 6.1% ann.
27 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 24 add/trim decisions correct
Best entry: $119.53 (2017 Q2) Β· Worst: $257.95 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 5 trims. Bought during 6 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.94% 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