Carolinas Wealth Consulting LLC / VIG
Carolinas Wealth Consulting LLC’s Vanguard Specialized Funds Position
Does Carolinas Wealth Consulting LLC own Vanguard Specialized Funds (VIG)? Not currently — the last reported position was 79.0K shares worth $15M in Q2 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$15M
Q2 2025
Shares
79.0K
% of Portfolio
+3.30%
Quarters Held
22
position exited
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 79.0K | $15M | +3.30% |
| Q4 2024 | 83.9K | $16M | +3.23% |
| Q3 2024 | 91.2K | $18M | +3.29% |
| Q2 2024 | 95.4K | $18M | +3.38% |
| Q1 2024 | 104.8K | $19M | +3.77% |
| Q4 2023 | 121.3K | $21M | +4.50% |
| Q3 2023 | 124.8K | $19M | +4.76% |
| Q2 2023 | 160.6K | $26M | +5.20% |
| Q1 2023 | 163.5K | $25M | +5.36% |
| Q4 2022 | 181.5K | $28M | +6.24% |
| Q3 2022 | 179.7K | $24M | +6.14% |
| Q2 2022 | 176.9K | $25M | +6.30% |
| Q1 2022 | 166.4K | $27M | +5.96% |
| Q4 2021 | 164.2K | $28M | +6.14% |
| Q3 2021 | 170.0K | $26M | +6.08% |
| Q2 2021 | 165.3K | $26M | +5.63% |
| Q1 2021 | 170.4K | $25M | +6.10% |
| Q4 2020 | 160.3K | $23M | +6.08% |
| Q3 2020 | 157.6K | $20M | +6.85% |
| Q2 2020 | 150.9K | $18M | +7.00% |
| Q1 2020 | 110.8K | $11M | +6.20% |
| Q4 2019 | 44.8K | $6M | +5.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolinas Wealth Consulting LLC’s full portfolio or all institutional holders of VIG.