Ownership history in Vise Technologies, Inc. Β· 9 quarters on record
This page tracks every 13F SEC filing in which Vise Technologies, Inc. reported a position in VANGUARD INDEX FDS (VUG). 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 Vise Technologies, Inc. outperformed the S&P 500 by +4.6% annually on this VUG position. Timing score: 71% (5/7 decisions correct). Average cost basis: $475.32. Maximum drawdown during holding period: β0.0%.
β
Outperformed SPY on this position by 4.6% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $307.92 (2023 Q4) Β· Worst: $487.86 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. π Consistently bullish β fund kept accumulating this position.
π Vise Technologies, Inc. has been actively increasing its VUG 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