Ownership history in Objective Capital Management, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Objective Capital Management, 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 Objective Capital Management, LLC underperformed the S&P 500 by β6.2% annually on this VO position. Timing score: 50% (7/14 decisions correct). Average cost basis: $223.19. Maximum drawdown during holding period: β20.4%.
β Significantly underperformed the S&P 500 by 6.2% ann.
14 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct
Best entry: $178.26 (2022 Q3) Β· Worst: $292.59 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 4 trims. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Objective Capital Management, LLC has been actively increasing its VO allocation β a bullish signal from insiders.
Currently 3.37% 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