Ownership history in Lane & Associates LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Lane & Associates LLC reported a position in VANGUARD INDEX FDS (VO). 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 Lane & Associates LLC outperformed the S&P 500 by +5.7% annually on this VO position. Timing score: 33% (1/3 decisions correct). Maximum drawdown during holding period: β1.6%.
π₯ Exceptional β beat the S&P 500 by 5.7% per year on this position.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 4 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.52% 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