Ownership history in Farrell Financial LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Farrell Financial LLC reported a position in VANGUARD WORLD FD (VSGX). 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 Farrell Financial LLC outperformed the S&P 500 by +0.9% annually on this VSGX position. Timing score: 80% (4/5 decisions correct). Average cost basis: $64.30. Maximum drawdown during holding period: β7.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $54.45 (2024 Q4) Β· Worst: $71.20 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Farrell Financial LLC has been actively increasing its VSGX allocation β a bullish signal from insiders.
Currently 3.92% 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