Ownership history in Hardy Reed LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Hardy Reed LLC reported a position in VANGUARD STAR FDS (VXUS). 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 Hardy Reed LLC underperformed the S&P 500 by β2.8% annually on this VXUS position. Timing score: 43% (6/14 decisions correct). Average cost basis: $49.33. Maximum drawdown during holding period: β26.6%.
β οΈ Trailed SPY by 2.8% ann. on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $40.89 (2022 Q3) Β· Worst: $57.04 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 9 trims. Bought during 3 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.07% 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