Ownership history in Whitcomb & Hess, Inc. Β· 19 quarters on record
This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. 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 Whitcomb & Hess, Inc. underperformed the S&P 500 by β12.3% annually on this VMBS position. Timing score: 72% (13/18 decisions correct). Average cost basis: $45.72. Maximum drawdown during holding period: β14.0%.
β Significantly underperformed the S&P 500 by 12.3% ann.
18 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 18 add/trim decisions correct
Best entry: $39.57 (2023 Q3) Β· Worst: $46.76 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 7 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.42% 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