VIS β€” VANGUARD INDUSTRIALS ETF

Ownership history in FIRST FINANCIAL CORP /IN/  Β·  40 quarters on record

This page tracks every 13F SEC filing in which FIRST FINANCIAL CORP /IN/ reported a position in VANGUARD INDUSTRIALS ETF (VIS). 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.

πŸ” Peak position
1.87% (2019 Q2)
πŸ“Š Avg. % of fund
1.07%
πŸ“… First filed
2016 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
40

Position Intelligence

FIRST FINANCIAL CORP /IN/ Γ— VIS AI Analytics

πŸ“‰ FIRST FINANCIAL CORP /IN/ underperformed the S&P 500 by –1.1% annually on this VIS position. Timing score: 46% (18/39 decisions correct). Average cost basis: $116.37. Maximum drawdown during holding period: –27.9%.

πŸ“ˆ Position Alpha vs SPY
-1.1%
annualised excess return

⚠️ Trailed SPY by 1.1% ann. on this position.
39 quarters analyzed

⏱️ Timing Score
46%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
18 of 39 add/trim decisions correct

πŸ’° Entry Quality
$116.37
+156.4% vs current ($298.38)

Best entry: $90.64 (2016 Q1)  Β·  Worst: $278.62 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–27.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
45%
buy-side decisions

18 adds Β· 22 trims. Bought during 6 of 12 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.04% of portfolio

⚠ 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.

% of Fund (quarterly)    VIS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,250 -133 -1.4% 1.04% $2.8M $298.38
2025 Q3 REDUCED 9,383 -543 -5.5% 1.09% $2.8M $295.49
2025 Q2 ADDED 9,926 +48 +0.5% 1.24% $2.8M $278.62
2025 Q1 ADDED 9,878 +447 +4.7% 1.18% $2.4M $245.63
2024 Q4 ADDED 9,431 +338 +3.7% 1.12% $2.4M $251.66
2024 Q3 ADDED 9,093 +544 +6.4% 1.13% $2.4M $256.34
2024 Q2 ADDED 8,549 +1,008 +13.4% 1.02% $2.0M $231.17
2024 Q1 ADDED 7,541 +598 +8.6% 0.93% $1.8M $239.15
2023 Q4 REDUCED 6,943 -118 -1.7% 0.78% $1.5M $215.36
2023 Q3 REDUCED 7,061 -6 -0.1% 0.81% $1.4M $189.61
30 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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