Ownership history in Fee-Only Financial Planning, L.C. Β· 13 quarters on record
This page tracks every 13F SEC filing in which Fee-Only Financial Planning, L.C. reported a position in VANGUARD INDEX FDS (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 Fee-Only Financial Planning, L.C. underperformed the S&P 500 by β6.9% annually on this VBK position. Timing score: 55% (6/11 decisions correct). Average cost basis: $221.14. Maximum drawdown during holding period: β10.0%.
β Significantly underperformed the S&P 500 by 6.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $211.17 (2023 Q3) Β· Worst: $297.25 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 9 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 5.29% 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