Ownership history in Clarius Group, LLC Β· 41 quarters on record
This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in VANGUARD INDEX FDS (VTI). 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 Clarius Group, LLC underperformed the S&P 500 by β0.3% annually on this VTI position. Timing score: 61% (23/38 decisions correct). Average cost basis: $200.44. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
40 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 38 add/trim decisions correct
Best entry: $88.47 (2015 Q4) Β· Worst: $335.27 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
25 adds Β· 14 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.55% 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