Ownership history in Berkeley Capital Partners, LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which Berkeley Capital Partners, LLC reported a position in VANGUARD INDEX FDS (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 Berkeley Capital Partners, LLC underperformed the S&P 500 by β3.1% annually on this VO position. Timing score: 54% (21/39 decisions correct). Average cost basis: $176.48. Maximum drawdown during holding period: β25.7%.
β οΈ Trailed SPY by 3.1% ann. on this position.
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
21 of 39 add/trim decisions correct
Best entry: $104.13 (2016 Q1) Β· Worst: $292.59 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
26 adds Β· 14 trims. Bought during 10 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.19% 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