SEC 13F Intelligence

Mcdonald Partners LLC / VIG

Mcdonald Partners LLC’s Vanguard Specialized Funds Position

Does Mcdonald Partners LLC own Vanguard Specialized Funds (VIG)? Not currently — the last reported position was 38.7K shares worth $6M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2022
Shares
38.7K
% of Portfolio
+1.42%
Quarters Held
7
position exited

Position History VIG

Reported value by quarter
Q4 ’20: $6MQ4 ’20Q1 ’21: $6MQ1 ’21Q2 ’21: $6MQ2 ’21Q3 ’21: $6MQ3 ’21Q4 ’21: $6,183Q4 ’21Q1 ’22: $6MQ1 ’22Q2 ’22: $6MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202238.7K$6M+1.42%
Q1 202238.1K$6M+1.35%
Q4 202136$6,183+0.01%
Q3 202137.9K$6M+1.37%
Q2 202139.3K$6M+1.12%
Q1 202139.7K$6M+1.17%
Q4 202039.1K$6M+1.55%

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