Evensky & Katz LLC’s Vanguard Specialized Funds Position
Does Evensky & Katz LLC own Vanguard Specialized Funds (VIG)? Yes — 261.3K shares worth $56M (+3.20% of its 13F portfolio) as of Q1 2026, up from 260.2K shares the prior filed quarter.
Position Value
$56M
Q1 2026
Shares
261.3K
% of Portfolio
+3.20%
Quarters Held
29
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 261.3K | $56M | +3.20% |
| Q4 2025 | 260.2K | $57M | +3.23% |
| Q3 2025 | 257.7K | $56M | +3.23% |
| Q2 2025 | 255.9K | $52M | +3.20% |
| Q1 2025 | 257.3K | $50M | +3.35% |
| Q4 2024 | 257.9K | $51M | +3.30% |
| Q3 2024 | 256.3K | $51M | +3.31% |
| Q2 2024 | 254.3K | $46M | +3.23% |
| Q1 2024 | 252.3K | $46M | +3.25% |
| Q4 2023 | 250.8K | $43M | +3.21% |
| Q3 2023 | 249.5K | $39M | +3.31% |
| Q2 2023 | 266.4K | $43M | +3.28% |
| Q1 2023 | 268.5K | $41M | +3.34% |
| Q4 2022 | 251.2K | $38M | +3.44% |
| Q3 2022 | 248.5K | $34M | +3.98% |
| Q2 2022 | 244.3K | $35M | +4.00% |
| Q1 2022 | 241.9K | $39M | +3.88% |
| Q4 2021 | 241.3K | $41M | +3.99% |
| Q3 2021 | 240.0K | $37M | +3.85% |
| Q2 2021 | 238.4K | $37M | +3.76% |
| Q1 2021 | 228.9K | $34M | +3.72% |
| Q4 2020 | 217.7K | $31M | +3.80% |
| Q3 2020 | 208.4K | $27M | +3.63% |
| Q2 2020 | 207.5K | $24M | +3.51% |
| Q1 2020 | 206.8K | $21M | +3.36% |
| Q4 2019 | 1.1K | $141,000 | +0.02% |
| Q3 2019 | 1.5K | $184,000 | +0.03% |
| Q2 2019 | 1.5K | $177,000 | +0.02% |
| Q1 2019 | 3.0K | $332,000 | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evensky & Katz LLC’s full portfolio or all institutional holders of VIG.