VIG VANGUARD SPECIALIZED FUNDS

Ownership history in Farrell Financial LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial 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
2.36% (2024 Q3)
Avg. % of fund
2.28%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,635 +180 +1.1% 2.16% $3.7M $219.78
2025 Q3 REDUCED 16,455 -4 -0.0% 2.23% $3.6M $214.93
2025 Q2 REDUCED 16,459 -5 -0.0% 2.26% $3.4M $203.03
2025 Q1 ADDED 16,464 +41 +0.2% 2.33% $3.2M $191.61
2024 Q4 REDUCED 16,423 -22 -0.1% 2.30% $3.2M $192.50
2024 Q3 REDUCED 16,445 -1 -0.0% 2.36% $3.3M $193.83
2024 Q2 INITIATED 16,446 2.34% $3.0M
% of Fund (quarterly)    VIG price (monthly, adj. close)
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