VIG β€” VANGUARD SPECIALIZED FUNDS

Ownership history in McCarthy & Cox  Β·  8 quarters on record

AI Ownership Summary

McCarthy & Cox reported VANGUARD SPECIALIZED FUNDS (VIG) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 7.76% in 2025 Q1. The latest visible filing shows VIG at 6.03% 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 McCarthy & Cox'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 6.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.76% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 McCarthy & Cox held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,263 -98,123 -97.7% 6.03% $497K 2026-02-14 (Est.) $227.26
2025 Q3 ADDED 100,386 +9,557 +10.5% 4.94% $21.7M 2025-10-14 $215.42
2025 Q2 REDUCED 90,829 -989 -1.1% 4.87% $18.6M 2025-07-15 $202.70
2025 Q1 REDUCED 91,818 -4,673 -4.8% 7.76% $17.8M 2025-04-14 $184.47
2024 Q4 REDUCED 96,491 -1,538 -1.6% 6.56% $18.9M 2025-01-16 $194.47
2024 Q3 REDUCED 98,029 -7,774 -7.3% 7.44% $19.4M 2024-10-10 $193.92
2024 Q2 ADDED 105,803 +110 +0.1% 7.41% $19.3M 2024-07-23 $183.47
2024 Q1 INITIATED 105,693 β€” β€” 7.29% $19.3M 2024-04-30 $169.78

FAQ About McCarthy & Cox and VIG

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

How long has McCarthy & Cox reported owning VIG?

McCarthy & Cox reported VIG across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VIG position in McCarthy & Cox's portfolio?

The largest reported portfolio weight for VIG was 7.76% in 2025 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when McCarthy & Cox reported 2,263 shares, equal to 6.03% of portfolio, with an estimated market value of $497K.

What does the chart on this VIG ownership page compare?

The chart compares McCarthy & Cox'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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