Ownership history in McCarthy & Cox · 8 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,263 | -98,123 | -97.7% | 6.03% | $497K | $219.78 |
| 2025 Q3 | ADDED | 100,386 | +9,557 | +10.5% | 4.94% | $21.7M | $214.93 |
| 2025 Q2 | REDUCED | 90,829 | -989 | -1.1% | 4.87% | $18.6M | $203.03 |
| 2025 Q1 | REDUCED | 91,818 | -4,673 | -4.8% | 7.76% | $17.8M | $191.61 |
| 2024 Q4 | REDUCED | 96,491 | -1,538 | -1.6% | 6.56% | $18.9M | $192.50 |
| 2024 Q3 | REDUCED | 98,029 | -7,774 | -7.3% | 7.44% | $19.4M | $193.83 |
| 2024 Q2 | ADDED | 105,803 | +110 | +0.1% | 7.41% | $19.3M | $177.90 |
| 2024 Q1 | INITIATED | 105,693 | — | — | 7.29% | $19.3M | — |
As of 2025 Q4 — sorted by position size