VIG β€” VANGUARD SPECIALIZED FUNDS

Ownership history in DURANTE & WATERS, LLC  Β·  9 quarters on record

AI Ownership Summary

DURANTE & WATERS, LLC reported VANGUARD SPECIALIZED FUNDS (VIG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.05% in 2024 Q1. The latest visible filing shows VIG at 1.62% 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 DURANTE & WATERS, LLC'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 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% 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 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 DURANTE & WATERS, LLC held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,599 +12 +0.1% 1.62% $2.3M 2026-02-14 (Est.) $226.38
2025 Q3 REDUCED 10,587 -94 -0.9% 1.68% $2.3M 2025-11-05 $214.56
2025 Q2 UNCHANGED 10,681 β€” 0% 1.72% $2.2M 2025-07-30 $205.21
2025 Q1 ADDED 10,681 +7 +0.1% 1.74% $2.1M 2025-04-28 $186.00
2024 Q4 REDUCED 10,674 -310 -2.8% 1.73% $2.1M 2025-02-06 $199.31
2024 Q3 REDUCED 10,984 -1,118 -9.2% 1.83% $2.2M 2024-10-28 $192.73
2024 Q2 REDUCED 12,102 -201 -1.6% 1.97% $2.2M 2024-07-26 $182.89
2024 Q1 REDUCED 12,303 -153 -1.2% 2.05% $2.2M 2024-04-29 $171.17
2023 Q4 INITIATED 12,456 β€” β€” 2.05% $2.1M 2024-01-22 $165.95

FAQ About DURANTE & WATERS, LLC and VIG

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

How long has DURANTE & WATERS, LLC reported owning VIG?

DURANTE & WATERS, LLC reported VIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in DURANTE & WATERS, LLC's portfolio?

The largest reported portfolio weight for VIG was 2.05% in 2024 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when DURANTE & WATERS, LLC reported 10,599 shares, equal to 1.62% of portfolio, with an estimated market value of $2.3M.

What does the chart on this VIG ownership page compare?

The chart compares DURANTE & WATERS, LLC'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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