Wade Financial Advisory, Inc / VIG
Wade Financial Advisory, Inc’s Vanguard Specialized Funds Position
Does Wade Financial Advisory, Inc own Vanguard Specialized Funds (VIG)? Yes — 22.8K shares worth $4M (+1.51% of its 13F portfolio) as of Q1 2025, down from 24.5K shares the prior filed quarter.
Position Value
$4M
Q1 2025
Shares
22.8K
% of Portfolio
+1.51%
Quarters Held
21
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 22.8K | $4M | +1.51% |
| Q4 2024 | 24.5K | $5M | +1.63% |
| Q3 2024 | 25.2K | $5M | +1.68% |
| Q2 2024 | 25.6K | $5M | +1.68% |
| Q1 2024 | 25.8K | $5M | +1.72% |
| Q4 2023 | 26.3K | $4M | +1.69% |
| Q3 2023 | 27.0K | $4M | +1.80% |
| Q2 2023 | 29.1K | $5M | +1.87% |
| Q1 2023 | 35.3K | $5M | +2.28% |
| Q4 2022 | 35.6K | $5M | +2.45% |
| Q3 2022 | 26.4K | $4M | +1.78% |
| Q2 2022 | 32.2K | $5M | +2.19% |
| Q1 2022 | 24.5K | $4M | +1.70% |
| Q4 2021 | 21.2K | $4M | +1.89% |
| Q3 2021 | 21.2K | $3M | +1.84% |
| Q2 2021 | 21.5K | $3M | +1.83% |
| Q1 2021 | 22.3K | $3M | +2.07% |
| Q3 2020 | 23.2K | $3M | +2.35% |
| Q2 2020 | 23.3K | $3M | +2.36% |
| Q1 2020 | 27.7K | $3M | +2.85% |
| Q4 2019 | 13.3K | $2M | +1.46% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wade Financial Advisory, Inc’s full portfolio or all institutional holders of VIG.