Capital Advisors, Ltd. LLC / VIG
Capital Advisors, Ltd. LLC’s Vanguard Specialized Funds Position
Does Capital Advisors, Ltd. LLC own Vanguard Specialized Funds (VIG)? Yes — 141.8K shares worth $31M (+3.47% of its 13F portfolio) as of Q1 2026, down from 145.1K shares the prior filed quarter.
Position Value
$31M
Q1 2026
Shares
141.8K
% of Portfolio
+3.47%
Quarters Held
30
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 141.8K | $31M | +3.47% |
| Q4 2025 | 145.1K | $32M | +3.60% |
| Q3 2025 | 149.9K | $32M | +3.65% |
| Q2 2025 | 150.7K | $31M | +3.81% |
| Q1 2025 | 155.1K | $30M | +3.96% |
| Q4 2024 | 157.4K | $31M | +3.89% |
| Q3 2024 | 159.4K | $32M | +3.91% |
| Q2 2024 | 162.9K | $30M | +3.86% |
| Q1 2024 | 163.8K | $30M | +3.90% |
| Q4 2023 | 166.6K | $28M | +3.98% |
| Q3 2023 | 169.2K | $26M | +4.03% |
| Q2 2023 | 167.6K | $27M | +4.07% |
| Q1 2023 | 167.3K | $26M | +4.24% |
| Q4 2022 | 181.5K | $28M | +4.79% |
| Q3 2022 | 162.2K | $22M | +4.27% |
| Q2 2022 | 160.2K | $23M | +4.31% |
| Q1 2022 | 160.0K | $26M | +4.31% |
| Q4 2021 | 159.9K | $27M | +4.43% |
| Q3 2021 | 159.6K | $25M | +4.37% |
| Q2 2021 | 158.7K | $25M | +4.41% |
| Q1 2021 | 157.0K | $23M | +4.24% |
| Q4 2020 | 155.3K | $22M | +4.84% |
| Q3 2020 | 154.1K | $20M | +4.95% |
| Q2 2020 | 154.0K | $18M | +4.76% |
| Q1 2020 | 150.8K | $16M | +4.89% |
| Q4 2019 | 148.4K | $19M | +4.72% |
| Q3 2019 | 147.6K | $18M | +4.86% |
| Q2 2019 | 143.6K | $17M | +4.67% |
| Q1 2019 | 151.3K | $17M | +4.49% |
| Q4 2018 | 137.7K | $15M | +4.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Advisors, Ltd. LLC’s full portfolio or all institutional holders of VIG.