VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in Ariston Services Group  ·  9 quarters on record

This page tracks every 13F SEC filing in which Ariston Services Group 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
19.75% (2024 Q2)
Avg. % of fund
17.92%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 117,216 — 0% 15.11% $25.8M $219.78
2025 Q3 ADDED 117,216 +4,864 +4.3% 15.24% $25.3M $214.93
2025 Q2 UNCHANGED 112,352 — 0% 16.35% $23.0M $203.03
2025 Q1 UNCHANGED 112,352 — 0% 18.21% $21.8M $191.61
2024 Q4 UNCHANGED 112,352 — 0% 19.07% $22.0M $192.50
2024 Q3 UNCHANGED 112,352 — 0% 19.37% $22.3M $193.83
2024 Q2 UNCHANGED 112,352 — 0% 19.75% $20.5M $177.90
2024 Q1 UNCHANGED 112,352 — 0% 19.65% $20.5M $177.09
2023 Q4 INITIATED 112,352 — — 18.54% $19.1M —
% 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% KilterHowling LLC 15.1% AMARA FINANCIAL, LLC. 14.91% FIDELIS iM, LLC 3Y 14.65% Granite FO LLC 14.44% McCarthy Asset Management, Inc. 3Y 14.24%
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