VIG — VANGUARD SPECIALIZED PORTFOL

Ownership history in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV  ·  47 quarters on record

AI Ownership Summary

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported VANGUARD SPECIALIZED PORTFOL (VIG) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.56% in 2025 Q4. The latest visible filing shows VIG at 2.56% 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 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's position in VANGUARD SPECIALIZED PORTFOL, 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 2.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

VIG stock page WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV fund profile WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV full holdings
How WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 43,504 +1,931 +4.6% 2.56% $9.6M 2026-02-14 (Est.) $226.38
2025 Q3 ADDED 41,573 +2,774 +7.1% 2.49% $9.0M 2025-11-13 $215.98
2025 Q2 ADDED 38,799 +293 +0.8% 2.31% $7.9M 2025-08-11 $204.27
2025 Q1 ADDED 38,506 +1,391 +3.7% 2.25% $7.5M 2025-04-21 $177.27
2024 Q4 ADDED 37,115 +5,432 +17.1% 2.20% $7.3M 2025-01-29 $196.87
2024 Q3 ADDED 31,683 +1,610 +5.4% 1.91% $6.3M 2024-10-25 $191.94
2024 Q2 ADDED 30,073 +1,406 +4.9% 1.75% $5.5M 2024-07-15 $182.32
2024 Q1 ADDED 28,667 +6,504 +29.3% 1.72% $5.2M 2024-04-30 $169.12
2023 Q4 ADDED 22,163 +2,176 +10.9% 1.35% $3.8M 2024-01-25 $166.57
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIG

As of 2026 Q1 — sorted by position size

Hamrick Investment Counsel, llc 6.23% Global Wealth Strategies & Associates 3Y 5.08% Vigilare Wealth Management 3Y 1.89% Financial Insights, Inc. 3Y 7Y 1.64% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 1.41% Aspen Wealth Management LLC 3Y 1.31% Ridgewood Investments LLC 3Y 7Y 0.79% BEACON FINANCIAL GROUP 3Y 7Y 0.79% COLLECTIVE FAMILY OFFICE LLC 3Y 0.4% Rise Advisors, LLC 3Y 0.25%

FAQ About WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV and VIG

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

How long has WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported owning VIG?

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported VIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's portfolio?

The largest reported portfolio weight for VIG was 2.56% in 2025 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported 43,504 shares, equal to 2.56% of portfolio, with an estimated market value of $9.6M.

What does the chart on this VIG ownership page compare?

The chart compares WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV'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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