VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, 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
1.04% (2020 Q1)
Avg. % of fund
0.85%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,571,410 -266,595 -9.4% 0.75% $565.1M $219.78
2025 Q3 REDUCED 2,838,005 -154,415 -5.2% 0.79% $612.4M $214.93
2025 Q2 REDUCED 2,992,420 -28,965 -1.0% 0.81% $612.5M $203.03
2025 Q1 ADDED 3,021,385 +144,010 +5.0% 0.83% $586.1M $191.61
29 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% AMARA FINANCIAL, LLC. 14.91% FIDELIS iM, LLC 3Y 14.65% Granite FO LLC 14.44%
← Back to COMMONWEALTH EQUITY SERVICES, LLC Holdings