Mccarthy Asset Management, Inc. / VIG
Mccarthy Asset Management, Inc.’s Vanguard Specialized Funds Position
Does Mccarthy Asset Management, Inc. own Vanguard Specialized Funds (VIG)? Yes — 124.2K shares worth $27M (+14.24% of its 13F portfolio) as of Q4 2025, up from 122.7K shares the prior filed quarter.
Position Value
$27M
Q4 2025
Shares
124.2K
% of Portfolio
+14.24%
Quarters Held
21
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 124.2K | $27M | +14.24% |
| Q3 2025 | 122.7K | $26M | +17.00% |
| Q2 2025 | 121.8K | $25M | +16.94% |
| Q1 2025 | 124.1K | $24M | +17.43% |
| Q4 2024 | 126.1K | $25M | +17.43% |
| Q3 2024 | 131.8K | $26M | +16.23% |
| Q2 2024 | 131.9K | $24M | +14.19% |
| Q1 2024 | 132.4K | $24M | +14.88% |
| Q4 2023 | 133.6K | $23M | +14.57% |
| Q3 2023 | 133.5K | $21M | +15.22% |
| Q2 2023 | 137.9K | $22M | +15.25% |
| Q1 2023 | 141.9K | $22M | +14.84% |
| Q4 2022 | 142.4K | $22M | +15.09% |
| Q3 2022 | 142.0K | $19M | +15.01% |
| Q2 2022 | 138.1K | $20M | +16.12% |
| Q1 2022 | 138.8K | $23M | +15.67% |
| Q4 2021 | 140.0K | $24M | +16.52% |
| Q3 2021 | 139.5K | $21M | +16.10% |
| Q2 2021 | 141.1K | $22M | +15.54% |
| Q1 2021 | 145.2K | $21M | +16.71% |
| Q4 2020 | 144.5K | $20M | +16.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mccarthy Asset Management, Inc.’s full portfolio or all institutional holders of VIG.