SEC 13F Intelligence

Select Asset Management & Trust / VIG

Select Asset Management & Trust’s Vanguard Specialized Funds Position

Does Select Asset Management & Trust own Vanguard Specialized Funds (VIG)? Yes124.6K shares worth $27M (+8.37% of its 13F portfolio) as of Q1 2026, up from 122.6K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
124.6K
% of Portfolio
+8.37%
Quarters Held
22
currently held

Position History VIG

Reported value by quarter
Q4 ’20: $11MQ4 ’20Q1 ’21: $16MQ2 ’21: $17MQ3 ’21: $9MQ3 ’21Q4 ’21: $10MQ1 ’22: $7MQ2 ’22: $6MQ2 ’22Q3 ’22: $5MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $9MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $14MQ2 ’24: $16MQ3 ’24: $22MQ3 ’24Q4 ’24: $24MQ1 ’25: $24MQ2 ’25: $25MQ2 ’25Q3 ’25: $26MQ4 ’25: $27MQ1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026124.6K$27M+8.37%
Q4 2025122.6K$27M+8.38%
Q3 2025121.8K$26M+8.09%
Q2 2025121.5K$25M+8.52%
Q1 2025122.4K$24M+9.52%
Q4 2024120.3K$24M+9.13%
Q3 2024112.8K$22M+8.23%
Q2 202486.9K$16M+6.32%
Q1 202479.0K$14M+5.99%
Q4 202363.4K$11M+5.32%
Q3 202357.9K$9M+5.22%
Q2 202352.8K$9M+5.23%
Q1 202339.4K$6M+5.34%
Q4 202236.9K$6M+6.73%
Q3 202237.2K$5M+6.00%
Q2 202240.7K$6M+6.29%
Q1 202245.9K$7M+6.36%
Q4 202159.0K$10M+6.71%
Q3 202160.6K$9M+6.72%
Q2 2021108.5K$17M+9.54%
Q1 2021111.8K$16M+10.94%
Q4 202079.4K$11M+8.94%

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