Ownership history in OBSIDIAN CIO, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in VANGUARD WORLD FDS (VHT). 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 OBSIDIAN CIO, LLC underperformed the S&P 500 by β17.2% annually on this VHT position. Timing score: 43% (3/7 decisions correct). Average cost basis: $255.64. Maximum drawdown during holding period: β11.0%.
β Significantly underperformed the S&P 500 by 17.2% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $242.85 (2023 Q4) Β· Worst: $276.34 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.17% 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