Ownership history in FULTON BANK, N.A. Β· 46 quarters on record
This page tracks every 13F SEC filing in which FULTON BANK, N.A. reported a position in VANGUARD INDEX FDS (VIMAX). 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 FULTON BANK, N.A. underperformed the S&P 500 by β2.8% annually on this VIMAX position. Timing score: 51% (23/45 decisions correct). Average cost basis: $162.52. Maximum drawdown during holding period: β25.8%.
β οΈ Trailed SPY by 2.8% ann. on this position.
45 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 45 add/trim decisions correct
Best entry: $121.32 (2014 Q3) Β· Worst: $359.36 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
23 adds Β· 23 trims. Bought during 6 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.41% 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