Ownership history in Fairman Group, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Fairman Group, LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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 Fairman Group, LLC outperformed the S&P 500 by +0.0% annually on this VEA position. Timing score: 43% (3/7 decisions correct). Average cost basis: $53.57. Maximum drawdown during holding period: β8.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $46.14 (2024 Q4) Β· Worst: $62.36 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Fairman Group, LLC has been actively increasing its VEA allocation β a bullish signal from insiders.
Currently 6.4% 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