VIG VANGUARD SPECIALIZED FUNDS

Ownership history in New Perspectives, Inc  ·  11 quarters on record

This page tracks every 13F SEC filing in which New Perspectives, Inc 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
5.43% (2022 Q4)
Avg. % of fund
4.41%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 39,536 +1,002 +2.6% 3.01% $8.7M $219.78
2025 Q3 REDUCED 38,534 -1,515 -3.8% 3.72% $8.3M $214.93
2025 Q2 REDUCED 40,049 -1,095 -2.7% 4.05% $8.2M $203.03
2025 Q1 REDUCED 41,144 -763 -1.8% 4.26% $8.0M $191.61
2024 Q4 REDUCED 41,907 -603 -1.4% 4.40% $8.2M $192.50
2024 Q3 REDUCED 42,510 -290 -0.7% 4.48% $8.4M $193.83
2024 Q2 REDUCED 42,800 -265 -0.6% 4.17% $7.8M $177.90
2024 Q1 REDUCED 43,065 -3,374 -7.3% 4.35% $7.9M $177.09
2022 Q4 ADDED 46,439 +1,944 +4.4% 5.43% $6.7M $143.70
2022 Q1 REDUCED 44,495 -44 -0.1% 5.20% $7.2M $151.06
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIG price (monthly, adj. close)
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