VV β€” VANGUARD LARGE-CAP INDEX FUND

Ownership history in Balentine LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which Balentine LLC reported a position in VANGUARD LARGE-CAP INDEX FUND (VV). 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.

πŸ” Peak position
13.2% (2024 Q4)
πŸ“Š Avg. % of fund
6.03%
πŸ“… First filed
2019 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
11

Position Intelligence

Balentine LLC Γ— VV AI Analytics

πŸ“ˆ Balentine LLC outperformed the S&P 500 by +-0.0% annually on this VV position. Timing score: 33% (3/9 decisions correct). Average cost basis: $238.42. Maximum drawdown during holding period: –12.2%.

πŸ“ˆ Position Alpha vs SPY
-0.0%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
10 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 9 add/trim decisions correct

πŸ’° Entry Quality
$238.42
+32.0% vs current ($314.80)

Best entry: $124.27 (2019 Q3)  Β·  Worst: $259.40 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–12.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
30%
buy-side decisions

3 adds Β· 7 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.43% of portfolio

⚠ 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.

% of Fund (quarterly)    VV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,967 -87,691 -70.9% 0.43% $11.3M $314.80
2025 Q3 REDUCED 123,658 -480,389 -79.5% 1.40% $38.1M $307.02
2025 Q2 REDUCED 604,047 -564,407 -48.3% 6.71% $172.3M $283.76
2025 Q1 REDUCED 1,168,454 -37,513 -3.1% 12.58% $300.3M $254.88
2024 Q4 REDUCED 1,205,967 -23,446 -1.9% 13.20% $325.2M $266.54
2024 Q3 ADDED 1,229,413 +193,596 +18.7% 12.75% $323.7M $259.40
2024 Q2 REDUCED 1,035,817 -7,199 -0.7% 11.75% $258.6M $245.18
2024 Q1 ADDED 1,043,016 +1,042,140 +118965.8% 7.46% $250.1M $234.69
2020 Q2 UNCHANGED 876 β€” 0% 0.01% $130K $132.35
2020 Q1 REDUCED 876 -628 -41.8% 0.01% $104K $109.13
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history
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