VIG β€” VANGUARD SPECIALIZED FUNDS

Ownership history in W ADVISORS, LLC  Β·  14 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported VANGUARD SPECIALIZED FUNDS (VIG) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.06% in 2025 Q1. The latest visible filing shows VIG at 2.81% 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 W ADVISORS, LLC'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 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 W ADVISORS, LLC held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,382 -97 -0.4% 2.81% $5.6M 2026-02-14 (Est.) $227.26
2025 Q3 REDUCED 25,479 -430 -1.7% 2.90% $5.5M 2025-11-14 $216.16
2025 Q2 ADDED 25,909 +692 +2.7% 3.04% $5.3M 2025-08-07 $204.36
2025 Q1 ADDED 25,217 +526 +2.1% 3.06% $4.9M 2025-05-13 $194.09
2024 Q4 ADDED 24,691 +46 +0.2% 2.99% $4.8M 2025-01-22 $197.67
2024 Q3 ADDED 24,645 +489 +2.0% 3.01% $4.9M 2024-10-28 $193.48
2024 Q2 ADDED 24,156 +257 +1.1% 2.89% $4.4M 2024-08-06 $178.37
2024 Q1 UNCHANGED 23,899 β€” 0% 2.99% $4.4M 2024-04-25 $171.21
2023 Q4 ADDED 23,899 +56 +0.2% 3.02% $4.1M 2024-02-06 $168.07
2023 Q3 ADDED 23,843 +592 +2.5% 3.04% $3.7M 2023-11-13 $152.62
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About W ADVISORS, LLC and VIG

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

How long has W ADVISORS, LLC reported owning VIG?

W ADVISORS, LLC reported VIG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VIG position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VIG was 3.06% in 2025 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when W ADVISORS, LLC reported 25,382 shares, equal to 2.81% of portfolio, with an estimated market value of $5.6M.

What does the chart on this VIG ownership page compare?

The chart compares W ADVISORS, LLC'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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