Ownership history in Bay Rivers Group Β· 25 quarters on record
This page tracks every 13F SEC filing in which Bay Rivers Group reported a position in VANGUARD INDEX FDS (VUG). 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 Bay Rivers Group outperformed the S&P 500 by +4.1% annually on this VUG position. Timing score: 58% (14/24 decisions correct). Average cost basis: $188.26. Maximum drawdown during holding period: β33.2%.
β
Outperformed SPY on this position by 4.1% ann.
24 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 24 add/trim decisions correct
Best entry: $151.49 (2020 Q1) Β· Worst: $479.12 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 12 trims. Bought during 2 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.19% 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