Ownership history in Gibson Capital, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Gibson Capital, LLC reported a position in AVANTIS EMERGING MARKETS VALUE ETF (AVES). 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 Gibson Capital, LLC underperformed the S&P 500 by β0.4% annually on this AVES position. Timing score: 67% (2/3 decisions correct). Average cost basis: $52.04. Maximum drawdown during holding period: β8.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $48.92 (2024 Q3) Β· Worst: $56.22 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Gibson Capital, LLC has been actively increasing its AVES allocation β a bullish signal from insiders.
Currently 0.4% 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.