Ownership history in Brickley Wealth Management Β· 33 quarters on record
This page tracks every 13F SEC filing in which Brickley Wealth Management 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 Brickley Wealth Management outperformed the S&P 500 by +3.8% annually on this VUG position. Timing score: 52% (16/31 decisions correct). Average cost basis: $242.70. Maximum drawdown during holding period: β33.2%.
β
Outperformed SPY on this position by 3.8% ann.
31 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
16 of 31 add/trim decisions correct
Best entry: $134.08 (2018 Q1) Β· Worst: $479.12 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 14 trims. Bought during 3 of 8 down-price quarters. π More buys than sells across the holding period.
π Brickley Wealth Management has been actively increasing its VUG allocation β a bullish signal from insiders.
Currently 11.61% 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