SEC 13F Intelligence

Roman Butler Fullerton & Co / VIG

Roman Butler Fullerton & Co’s Vanguard Specialized Funds Position

Does Roman Butler Fullerton & Co own Vanguard Specialized Funds (VIG)? Yes32.1K shares worth $7M (+1.96% of its 13F portfolio) as of Q1 2026, up from 31.8K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
32.1K
% of Portfolio
+1.96%
Quarters Held
30
currently held

Position History VIG

Reported value by quarter
Q4 ’18: $284,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.1K$7M+1.96%
Q4 202531.8K$7M+1.87%
Q3 202531.7K$7M+1.85%
Q2 202531.5K$7M+1.94%
Q1 202531.6K$6M+2.28%
Q4 202431.9K$6M+2.04%
Q3 202430.0K$6M+1.81%
Q2 202429.8K$6M+1.79%
Q1 202429.6K$5M+1.95%
Q4 202328.8K$5M+1.94%
Q3 202327.9K$4M+2.06%
Q2 202326.7K$4M+2.01%
Q1 202326.5K$4M+2.04%
Q4 202226.5K$4M+2.13%
Q3 202226.1K$4M+2.25%
Q2 202226.0K$4M+2.10%
Q1 202226.9K$4M+2.02%
Q4 202125.9K$4M+1.97%
Q3 202125.2K$4M+1.88%
Q2 202124.2K$4M+1.82%
Q1 202122.8K$3M+1.73%
Q4 202022.3K$3M+1.85%
Q3 202021.4K$3M+1.80%
Q2 202020.3K$2M+1.70%
Q1 202018.2K$2M+1.66%
Q4 201915.7K$2M+1.29%
Q3 201913.3K$2M+1.10%
Q2 201912.2K$1M+0.95%
Q1 201910.0K$1M+0.77%
Q4 20182.8K$284,000+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Roman Butler Fullerton & Co’s full portfolio or all institutional holders of VIG.