Ownership history in Objective Capital Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Objective Capital Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 5,884 | +9 | +0.2% | 1.32% | $1.3M | $219.78 |
| 2025 Q3 | REDUCED | 5,875 | -24 | -0.4% | 1.31% | $1.3M | $214.93 |
| 2025 Q2 | REDUCED | 5,899 | -195 | -3.2% | 1.36% | $1.2M | $203.03 |
| 2025 Q1 | REDUCED | 6,094 | -1,545 | -20.2% | 1.51% | $1.2M | $191.61 |
| 2024 Q4 | REDUCED | 7,639 | -99 | -1.3% | 1.00% | $1.5M | $192.50 |
| 2024 Q3 | ADDED | 7,738 | +569 | +7.9% | 0.90% | $1.5M | $193.83 |
| 2024 Q1 | ADDED | 7,169 | +171 | +2.4% | 0.88% | $1.3M | $177.09 |
| 2023 Q4 | ADDED | 6,998 | +967 | +16.0% | 0.91% | $1.2M | $164.55 |
| 2023 Q3 | REDUCED | 6,031 | -14 | -0.2% | 0.83% | $937K | $149.23 |
| 2023 Q2 | REDUCED | 6,045 | -801 | -11.7% | 0.86% | $982K | $155.23 |
As of 2025 Q4 — sorted by position size