VT β€” VANGUARD TOT WORLD STK ETF

Ownership history in FIRST FINANCIAL CORP /IN/  Β·  18 quarters on record

This page tracks every 13F SEC filing in which FIRST FINANCIAL CORP /IN/ reported a position in VANGUARD TOT WORLD STK ETF (VT). 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
0.05% (2020 Q2)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2019 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
18

Position Intelligence

FIRST FINANCIAL CORP /IN/ Γ— VT AI Analytics

πŸ“‰ FIRST FINANCIAL CORP /IN/ underperformed the S&P 500 by –4.4% annually on this VT position. Timing score: 67% (2/3 decisions correct). Maximum drawdown during holding period: –22.1%.

πŸ“ˆ Position Alpha vs SPY
-4.4%
annualised excess return

⚠️ Trailed SPY by 4.4% ann. on this position.
16 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ›‘οΈ Drawdown Resilience
–22.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
25%
buy-side decisions

1 add Β· 3 trims. Bought during 0 of 5 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 0.0% 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)    VT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 79 β€” 0% 0.00% $11K $136.39
2025 Q1 UNCHANGED 79 β€” 0% 0.00% $9K $113.82
2024 Q4 REDUCED 79 -91 -53.5% 0.00% $9K $114.94
2024 Q3 UNCHANGED 170 β€” 0% 0.01% $20K $116.25
2024 Q2 UNCHANGED 170 β€” 0% 0.01% $19K $109.00
2024 Q1 UNCHANGED 170 β€” 0% 0.01% $19K $106.39
2023 Q4 REDUCED 170 -23 -11.9% 0.01% $17K $98.67
2023 Q3 UNCHANGED 193 β€” 0% 0.01% $18K $88.66
2023 Q2 UNCHANGED 193 β€” 0% 0.01% $19K $91.89
2023 Q1 UNCHANGED 193 β€” 0% 0.01% $18K $86.68
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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