VIG β€” VANGUARD SPECIALIZED FUNDS

Ownership history in Carmichael Hill & Associates, Inc.  Β·  28 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported VANGUARD SPECIALIZED FUNDS (VIG) in 28 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.11% in 2024 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carmichael Hill & Associates, Inc.'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
2024 Q3

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

High-water mark
Peak Conviction
1.11% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2024 Q3

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.

VIG stock page Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. 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)
2024 Q3 ADDED 14,861 +303 +2.1% 1.04% $2.9M 2024-11-14 (Est.) $195.18
2024 Q2 REDUCED 14,558 -804 -5.2% 1.04% $2.7M 2024-08-02 $180.98
2024 Q1 REDUCED 15,362 -13 -0.1% 1.11% $2.8M 2024-04-24 $170.89
2023 Q4 ADDED 15,375 +73 +0.5% 1.09% $2.6M 2024-01-23 $166.29
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VIG

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 6.23% Global Wealth Strategies & Associates 3Y 5.08% Vigilare Wealth Management 3Y 1.89% Financial Insights, Inc. 3Y 7Y 1.64% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 1.41% Aspen Wealth Management LLC 3Y 1.31% Ridgewood Investments LLC 3Y 7Y 0.79% BEACON FINANCIAL GROUP 3Y 7Y 0.79% COLLECTIVE FAMILY OFFICE LLC 3Y 0.4% Rise Advisors, LLC 3Y 0.25%

FAQ About Carmichael Hill & Associates, Inc. and VIG

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

How long has Carmichael Hill & Associates, Inc. reported owning VIG?

Carmichael Hill & Associates, Inc. reported VIG across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VIG position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VIG was 1.11% in 2024 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 14,861 shares, equal to 1.04% of portfolio, with an estimated market value of $2.9M.

What does the chart on this VIG ownership page compare?

The chart compares Carmichael Hill & Associates, Inc.'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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