Ownership history in PDS Planning, Inc · 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 277,806 | +1,771 | +0.6% | 4.08% | $61.1M | $219.78 |
| 2025 Q3 | ADDED | 276,035 | +4,252 | +1.6% | 4.12% | $59.6M | $214.93 |
| 2025 Q2 | ADDED | 271,783 | +4,027 | +1.5% | 4.15% | $55.6M | $203.03 |
| 2025 Q1 | ADDED | 267,756 | +4,759 | +1.8% | 4.38% | $51.9M | $191.61 |
| 2024 Q4 | ADDED | 262,997 | +2,177 | +0.8% | 4.58% | $51.5M | $192.50 |
| 2024 Q3 | ADDED | 260,820 | +5,145 | +2.0% | 4.63% | $51.7M | $193.83 |
| 2024 Q2 | ADDED | 255,675 | +11,535 | +4.7% | 4.71% | $46.7M | $177.90 |
| 2024 Q1 | ADDED | 244,140 | +1,916 | +0.8% | 4.68% | $44.6M | $177.09 |
| 2023 Q4 | ADDED | 242,224 | +7,277 | +3.1% | 4.70% | $41.3M | $164.55 |
| 2023 Q3 | ADDED | 234,947 | +5,391 | +2.3% | 4.72% | $36.5M | $149.23 |
As of 2025 Q4 — sorted by position size