Ownership history in CABANA LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which CABANA LLC reported a position in VANGUARD INDEX FDS (VNQ). 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 CABANA LLC underperformed the S&P 500 by β47.8% annually on this VNQ position. Timing score: 33% (2/6 decisions correct). Average cost basis: $81.34. Maximum drawdown during holding period: β13.9%.
β Significantly underperformed the S&P 500 by 47.8% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $63.70 (2020 Q2) Β· Worst: $81.77 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π CABANA LLC has been actively increasing its VNQ allocation β a bullish signal from insiders.
Currently 13.28% 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