VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in AMARA FINANCIAL, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which AMARA FINANCIAL, LLC. reported a position in VANGUARD SPECIALIZED FUNDS (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.91% (2025 Q4)
Avg. % of fund
14.44%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 97,959 +7,858 +8.7% 14.91% $21.5M $219.78
2025 Q3 ADDED 90,101 +9,648 +12.0% 14.32% $19.4M $214.93
2025 Q2 ADDED 80,453 +953 +1.2% 14.50% $16.5M $203.03
2025 Q1 ADDED 79,500 +705 +0.9% 14.25% $15.4M $191.61
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIG price (monthly, adj. close)

Other funds also holding VIG

As of 2025 Q4 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 30.44% 360 Financial, Inc. 3Y 24.96% Frazier Financial Advisors, LLC 24.96% Ball & Co Wealth Management Inc. 17.62% KITCHING PARTNERS, LLC 15.96% Ariston Services Group 15.11% KilterHowling LLC 15.1% FIDELIS iM, LLC 3Y 14.65% Granite FO LLC 14.44% McCarthy Asset Management, Inc. 3Y 14.24%
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