VIG β€” VANGUARD SPECIALIZED FUNDS

Ownership history in Beacon Bank & Trust  Β·  4 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported VANGUARD SPECIALIZED FUNDS (VIG) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q4. The latest visible filing shows VIG at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in VANGUARD SPECIALIZED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIG was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Bank & Trust held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 23,250 +1,419 +6.5% 1.04% $5.1M 2026-02-14 (Est.) $226.38
2025 Q3 ADDED 21,831 +5,566 +34.2% 1.01% $4.7M 2025-10-24 $216.79
2025 Q2 ADDED 16,265 +5,507 +51.2% 0.76% $3.3M 2025-07-09 $204.33
2025 Q1 INITIATED 10,758 β€” β€” 0.51% $2.1M 2025-04-17 $180.90

FAQ About Beacon Bank & Trust and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bank & Trust reported owning VIG?

Beacon Bank & Trust reported VIG across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VIG position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for VIG was 1.04% in 2025 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bank & Trust reported 23,250 shares, equal to 1.04% of portfolio, with an estimated market value of $5.1M.

What does the chart on this VIG ownership page compare?

The chart compares Beacon Bank & Trust's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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