VCLT β€” VANGUARD SCOTTSDALE FDS

Ownership history in GLOBE LIFE INC.  Β·  10 quarters on record

This page tracks every 13F SEC filing in which GLOBE LIFE INC. reported a position in VANGUARD SCOTTSDALE FDS (VCLT). 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
13.67% (2025 Q3)
πŸ“Š Avg. % of fund
9.55%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

GLOBE LIFE INC. Γ— VCLT AI Analytics

πŸ“‰ GLOBE LIFE INC. underperformed the S&P 500 by –17.3% annually on this VCLT position. Timing score: 25% (1/4 decisions correct). Average cost basis: $72.34. Maximum drawdown during holding period: –6.3%.

πŸ“ˆ Position Alpha vs SPY
-17.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 17.3% ann.
8 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct

πŸ’° Entry Quality
$72.34
+3.9% vs current ($75.19)

Best entry: $69.10 (2024 Q2)  Β·  Worst: $75.64 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–6.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 2 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ GLOBE LIFE INC. has been actively increasing its VCLT allocation β€” a bullish signal from insiders.
Currently 13.43% 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)    VCLT 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 UNCHANGED 704,500 β€” 0% 13.43% $53.4M $75.19
2025 Q3 ADDED 704,500 +230,000 +48.5% 13.67% $54.7M $75.64
2025 Q2 UNCHANGED 474,500 β€” 0% 9.87% $36.0M $72.87
2025 Q1 UNCHANGED 474,500 β€” 0% 10.59% $36.0M $71.83
2024 Q4 UNCHANGED 474,500 β€” 0% 10.79% $38.5M $70.16
2024 Q3 UNCHANGED 474,500 β€” 0% 10.79% $38.5M $74.91
2024 Q2 ADDED 474,500 +136,000 +40.2% 10.87% $36.0M $69.10
2024 Q1 ADDED 338,500 +105,000 +45.0% 7.41% $26.5M $70.36
2023 Q4 ADDED 233,500 +130,000 +125.6% 5.59% $18.7M $71.51
2023 Q3 INITIATED 103,500 β€” β€” 2.50% $7.4M β€”

🏒 Other funds also holding VCLT

As of 2025 Q4 β€” sorted by position size

NYL Investors LLC 3Y 7Y 16.46% DOW CHEMICAL CO /DE/ 3Y 7Y 12.53% Diana Davis Spencer Foundation 3Y 7Y 11.8% SWAN Capital LLC 8.32% Davidson Capital Management Inc. 3Y 6.94% Prospect Financial Services LLC 5.66% Lighthouse Financial LLC 5.41% Sagace Wealth Management LLC 4.95% Marmo Financial Group, LLC 3Y 3.81% Berkeley Capital Partners, LLC 3Y 7Y 3.8%
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