Ownership history in Corrigan Financial, Inc. Β· 8 quarters on record
This page tracks every 13F SEC filing in which Corrigan Financial, Inc. reported a position in VANGUARD SMALL CAP GROWTH ETF (VBK). 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 Corrigan Financial, Inc. underperformed the S&P 500 by β8.3% annually on this VBK position. Timing score: 50% (3/6 decisions correct). Average cost basis: $228.48. Maximum drawdown during holding period: β10.0%.
β Significantly underperformed the S&P 500 by 8.3% ann.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $226.19 (2023 Q2) Β· Worst: $265.46 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.68% 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