Ownership history in Compton Wealth Advisory Group, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which Compton Wealth Advisory Group, LLC reported a position in VANGUARD INDEX FDS (VOT). 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 Compton Wealth Advisory Group, LLC underperformed the S&P 500 by β5.5% annually on this VOT position. Timing score: 57% (12/21 decisions correct). Average cost basis: $195.66. Maximum drawdown during holding period: β32.7%.
β Significantly underperformed the S&P 500 by 5.5% ann.
21 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 21 add/trim decisions correct
Best entry: $159.32 (2020 Q2) Β· Worst: $283.49 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 5 trims. Bought during 4 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.79% 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