Ownership history in Aufman Associates Inc Β· 25 quarters on record
This page tracks every 13F SEC filing in which Aufman Associates Inc reported a position in Vanguard Mid-Cap ETF (VO). 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 Aufman Associates Inc underperformed the S&P 500 by β6.9% annually on this VO position. Timing score: 65% (15/23 decisions correct). Average cost basis: $166.42. Maximum drawdown during holding period: β25.7%.
β Significantly underperformed the S&P 500 by 6.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 23 add/trim decisions correct
Best entry: $120.56 (2020 Q1) Β· Worst: $292.59 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
22 adds Β· 2 trims. Bought during 7 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.43% 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