Ownership history in TOWNSQUARE CAPITAL LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which TOWNSQUARE CAPITAL LLC reported a position in VANGUARD SCOTTSDALE FDS (VMBS). 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 TOWNSQUARE CAPITAL LLC underperformed the S&P 500 by β17.4% annually on this VMBS position. Timing score: 42% (10/24 decisions correct). Average cost basis: $42.45. Maximum drawdown during holding period: β14.6%.
β Significantly underperformed the S&P 500 by 17.4% ann.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 24 add/trim decisions correct
Best entry: $39.52 (2022 Q3) Β· Worst: $46.30 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 13 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.13% 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