VIG β€” VANGUARD SPECIALIZED FUNDS

Ownership history in MJP ASSOCIATES INC /ADV  Β·  21 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported VANGUARD SPECIALIZED FUNDS (VIG) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.47% in 2023 Q4. The latest visible filing shows VIG at 8.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJP ASSOCIATES INC /ADV'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 8.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.47% in 2023 Q4

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 MJP ASSOCIATES INC /ADV 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 294,138 +16,836 +6.1% 8.09% $64.6M 2026-02-14 (Est.) $226.38
2025 Q3 ADDED 277,302 +2,618 +1.0% 7.88% $59.8M 2025-11-07 $213.94
2025 Q2 ADDED 274,684 +8,387 +3.1% 8.33% $56.2M 2025-08-08 $204.71
2025 Q1 ADDED 266,297 +2,814 +1.1% 9.32% $51.7M 2025-04-30 $187.96
2024 Q4 ADDED 263,483 +8,928 +3.5% 9.27% $51.6M 2025-02-14 $199.62
2024 Q3 ADDED 254,555 +16,530 +6.9% 9.56% $50.4M 2024-11-12 $196.52
2024 Q2 REDUCED 238,025 -11,906 -4.8% 9.04% $43.5M 2024-07-12 $181.68
2024 Q1 REDUCED 249,931 -2,635 -1.0% 9.93% $45.6M 2024-04-11 $171.80
2023 Q4 REDUCED 252,566 -37,296 -12.9% 11.47% $43.0M 2024-01-18 $164.04
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MJP ASSOCIATES INC /ADV and VIG

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

How long has MJP ASSOCIATES INC /ADV reported owning VIG?

MJP ASSOCIATES INC /ADV reported VIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for VIG was 11.47% in 2023 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 294,138 shares, equal to 8.09% of portfolio, with an estimated market value of $64.6M.

What does the chart on this VIG ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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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