Ownership history in StoneX Group Inc. Β· 31 quarters on record
This page tracks every 13F SEC filing in which StoneX Group Inc. reported a position in VANGUARD INDEX FDS (VTI). 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 StoneX Group Inc. underperformed the S&P 500 by β0.4% annually on this VTI position. Timing score: 67% (20/30 decisions correct). Average cost basis: $183.45. Maximum drawdown during holding period: β20.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
20 of 30 add/trim decisions correct
Best entry: $108.70 (2017 Q2) Β· Worst: $335.27 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
28 adds Β· 3 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.86% 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