Ownership history in MCF Advisors LLC Β· 46 quarters on record
This page tracks every 13F SEC filing in which MCF Advisors LLC reported a position in VANGUARD INDEX FDS (VOO). 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 MCF Advisors LLC outperformed the S&P 500 by +0.0% annually on this VOO position. Timing score: 49% (22/45 decisions correct). Average cost basis: $241.46. Maximum drawdown during holding period: β20.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
45 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
22 of 45 add/trim decisions correct
Best entry: $140.32 (2014 Q1) Β· Worst: $519.60 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
22 adds Β· 24 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 15.9% 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