Ownership history in Diversified Trust Co Β· 46 quarters on record
This page tracks every 13F SEC filing in which Diversified Trust Co reported a position in VANGUARD EXT MKT VIPERS MUT FDS CL EQ (VXF). 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 Diversified Trust Co underperformed the S&P 500 by β2.9% annually on this VXF position. Timing score: 70% (31/44 decisions correct). Average cost basis: $116.35. Maximum drawdown during holding period: β31.8%.
β οΈ Trailed SPY by 2.9% ann. on this position.
44 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
31 of 44 add/trim decisions correct
Best entry: $71.31 (2015 Q3) Β· Worst: $209.12 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
38 adds Β· 8 trims. Bought during 12 of 13 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.94% 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