Ownership history in CoreCap Advisors, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in VANGUARD TOTAL BOND MARKET INDEX FUND (BND). 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 CoreCap Advisors, LLC underperformed the S&P 500 by β19.6% annually on this BND position. Timing score: 60% (6/10 decisions correct). Average cost basis: $71.48. Maximum drawdown during holding period: β13.1%.
β Significantly underperformed the S&P 500 by 19.6% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $64.17 (2022 Q4) Β· Worst: $73.85 (2021 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π CoreCap Advisors, LLC has been actively increasing its BND allocation β a bullish signal from insiders.
Currently 3.63% 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