Ownership history in Schaeffer Financial LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Schaeffer Financial 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 | REDUCED | 3,441 | -36 | -1.0% | 0.66% | $756K | $219.78 |
| 2025 Q3 | ADDED | 3,477 | +55 | +1.6% | 0.68% | $750K | $214.93 |
| 2025 Q2 | ADDED | 3,422 | +10 | +0.3% | 0.68% | $700K | $203.03 |
| 2025 Q1 | ADDED | 3,412 | +2 | +0.1% | 0.73% | $662K | $191.61 |
| 2024 Q4 | REDUCED | 3,410 | -129 | -3.6% | 0.67% | $668K | $192.50 |
| 2024 Q3 | ADDED | 3,539 | +18 | +0.5% | 0.71% | $701K | $193.83 |
| 2024 Q2 | REDUCED | 3,521 | -58 | -1.6% | 0.70% | $643K | $177.90 |
| 2024 Q1 | REDUCED | 3,579 | -15 | -0.4% | 0.65% | $654K | $177.09 |
| 2023 Q4 | REDUCED | 3,594 | -28,409 | -88.8% | 0.65% | $612K | $164.55 |
| 2022 Q3 | REDUCED | 32,003 | -721 | -2.2% | 8.04% | $4.3M | $127.17 |
As of 2025 Q4 — sorted by position size