VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in Ball & Co Wealth Management Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Ball & Co Wealth Management Inc. 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
17.62% (2025 Q4)
Avg. % of fund
15.51%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 124,512 +31,254 +33.5% 17.62% $27.4M $219.78
2025 Q3 INITIATED 93,258 — — 13.39% $20.1M $214.93
% 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% KITCHING PARTNERS, LLC 15.96% Ariston Services Group 15.11% 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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