Form 13-F position report

VANGUARD SPECIALIZED FUNDS

Reported by Western Pacific Wealth Management LP

VIG CUSIP 921908844 Manager CIK 0001907320

Reported 53,560 shares, up 4,195 (8.5%) from the prior quarter.

Reported value 10.5%; share count 8.5% vs. the prior quarter.

Added
% of reported 13F value 11.4% This manager · Q4 2025
Shares 53,560 Quarter-end amount reported
Reported value $11,771,345 Fair value at quarter end
Consecutive quarters held 17 Through Q4 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 1684000
2022-03-31 4206000
2022-06-30 3721000
2022-09-30 3877000
2022-12-31 4396209
2023-03-31 4571324
2023-06-30 5701131
2023-09-30 5632370
2023-12-31 6314148
2024-03-31 7593087
2024-06-30 7638412
2024-09-30 8362711
2024-12-31 8272433
2025-03-31 8182161
2025-06-30 9712055
2025-09-30 10652526
2025-12-31 11771345
2026-03-31 11535103
2026-06-30 12933742
2026-09-30 12784818

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD SPECIALIZED FUNDS held by Western Pacific Wealth Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 54,798 +138 (0.3%) 10.77% $12,784,818 2026-10-16
Q2 2026 Added 54,660 +1,023 (1.9%) 11.69% $12,933,742 2026-08-07
Q1 2026 Added 53,637 +77 (0.1%) 11.73% $11,535,103 2026-04-17
Q4 2025 Added 53,560 +4,195 (8.5%) 11.4% $11,771,345 2026-02-04
Q3 2025 Added 49,365 +1,913 (4.0%) 10.4% $10,652,526 2025-10-21
Q2 2025 Added 47,452 +5,274 (12.5%) 9.31% $9,712,055 2025-07-10
Q1 2025 Reduced 42,178 -65 (-0.2%) 7.4% $8,182,161 2025-04-17
Q4 2024 Added 42,243 +20 (0.0%) 6.67% $8,272,433 2025-01-24
Q3 2024 Added 42,223 +380 (0.9%) 5.56% $8,362,711 2024-10-31
Q2 2024 Added 41,843 +262 (0.6%) 5.78% $7,638,412 2024-08-14
Q1 2024 Added 41,581 +4,526 (12.2%) 5.51% $7,593,087 2024-05-15
Q4 2023 Added 37,055 +806 (2.2%) 4.61% $6,314,148 2024-02-09
Q3 2023 Added 36,249 +1,150 (3.3%) 4.62% $5,632,370 2023-10-26
Q2 2023 Added 35,099 +5,417 (18.3%) 4.32% $5,701,131 2023-08-08
Q1 2023 Added 29,682 +731 (2.5%) 3.49% $4,571,324 2023-05-11
Q4 2022 Added 28,951 +265 (0.9%) 3.66% $4,396,209 2023-02-03
Q3 2022 Added 28,686 +2,744 (10.6%) 3.85% $3,877,000 2022-10-27
Q2 2022 Unchanged 25,942 0 (0.0%) 3.63% $3,721,000 2022-08-01
Q1 2022 Added 25,942 +16,135 (164.5%) 3.07% $4,206,000 2022-04-21
Q4 2021 New 9,807 +9,807 (0.0%) 1.08% $1,684,000 2022-02-14

Who else reported the position

2618 managers reported VANGUARD SPECIALIZED FUNDS for Q4 2025.

Managers reporting VANGUARD SPECIALIZED FUNDS in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 24,739,680 +3,448,292 0.4% $5,437,286,837 51 qtrs
MORGAN STANLEY Added 12,774,029 +247,444 0.17% $2,807,476,611 51 qtrs
WELLS FARGO & COMPANY MN Added 10,814,160 +228,122 0.43% $2,376,736,047 51 qtrs
VANGUARD GROUP INC Added 10,690,700 +130,639 0.03% $2,349,601,983 50 qtrs
Wealthfront Advisers LLC Added 9,879,191 +287,085 4.85% $2,171,248,601 29 qtrs
LPL Financial LLC Added 6,909,821 +31,765 0.41% $1,518,640,392 51 qtrs
UBS Group AG Reduced 6,258,850 -71,860 0.22% $1,375,570,053 45 qtrs
HB Wealth Management LLC Added 5,705,891 +194,577 8.03% $1,241,057,987 17 qtrs
RAYMOND JAMES FINANCIAL INC Added 5,591,809 +263,218 0.38% $1,228,967,924 5 qtrs
ROYAL BANK OF CANADA Added 4,159,179 +165,634 0.15% $914,105,000 51 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 04, 2026
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
53,559
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.