SEC 13F Intelligence

Wintrust Investments LLC / VIG

Wintrust Investments LLC’s Vanguard Specialized Funds Position

Does Wintrust Investments LLC own Vanguard Specialized Funds (VIG)? Yes7.9K shares worth $2M (+1.36% of its 13F portfolio) as of Q4 2024, up from 7.7K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
7.9K
% of Portfolio
+1.36%
Quarters Held
23
currently held

Position History VIG

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $9MQ3 ’20Q4 ’20: $10MQ1 ’21: $10MQ2 ’21: $11MQ2 ’21Q4 ’21: $13MQ1 ’22: $13MQ2 ’22: $11MQ2 ’22Q3 ’22: $11MQ4 ’22: $12MQ1 ’23: $14MQ1 ’23Q2 ’23: $14MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $14MQ2 ’24: $14MQ3 ’24: $2MQ3 ’24Q4 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20247.9K$2M+1.36%
Q3 20247.7K$2M+1.13%
Q2 202476.5K$14M+1.14%
Q1 202474.7K$14M+1.20%
Q4 202373.9K$13M+1.22%
Q3 202373.2K$11M+1.19%
Q2 202388.4K$14M+1.44%
Q1 202388.0K$14M+1.73%
Q4 202279.9K$12M+1.59%
Q3 202279.2K$11M+1.34%
Q2 202280.0K$11M+1.37%
Q1 202277.2K$13M+1.20%
Q4 202176.6K$13M+1.25%
Q2 202172.3K$11M+1.15%
Q1 202171.1K$10M+1.08%
Q4 202068.4K$10M+2.75%
Q3 202067.3K$9M+1.19%
Q2 202063.2K$7M+1.03%
Q1 202062.8K$6M+1.07%
Q4 201965.8K$8M+1.15%
Q3 201963.0K$8M+1.12%
Q2 201961.8K$7M+1.08%
Q1 201961.5K$7M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of VIG.