Ownership history in Koss-Olinger Consulting, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Koss-Olinger Consulting, LLC reported a position in VANGUARD MALVERN FDS (VTIP). 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 Koss-Olinger Consulting, LLC underperformed the S&P 500 by β10.4% annually on this VTIP position. Timing score: 57% (8/14 decisions correct). Average cost basis: $43.29. Maximum drawdown during holding period: β4.2%.
β Significantly underperformed the S&P 500 by 10.4% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $42.00 (2022 Q3) Β· Worst: $48.51 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 4 trims. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.16% 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