Ownership history in Stewardship Advisors, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Stewardship Advisors, LLC reported a position in VANGUARD WORLD FD (VCEB). 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 Stewardship Advisors, LLC underperformed the S&P 500 by β12.7% annually on this VCEB position. Timing score: 40% (2/5 decisions correct). Average cost basis: $60.35. Maximum drawdown during holding period: β3.0%.
β Significantly underperformed the S&P 500 by 12.7% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $60.29 (2025 Q1) Β· Worst: $62.98 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Stewardship Advisors, LLC has been actively increasing its VCEB allocation β a bullish signal from insiders.
Currently 1.14% 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