Ownership history in OLIO Financial Planning Β· 14 quarters on record
This page tracks every 13F SEC filing in which OLIO Financial Planning reported a position in VANGUARD INDEX FDS (VB). 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 OLIO Financial Planning underperformed the S&P 500 by β6.9% annually on this VB position. Timing score: 25% (3/12 decisions correct). Average cost basis: $192.25. Maximum drawdown during holding period: β23.6%.
β Significantly underperformed the S&P 500 by 6.9% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 12 add/trim decisions correct
Best entry: $166.80 (2022 Q2) Β· Worst: $233.03 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 6 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% 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