SEC 13F Intelligence

Capital Analysts, LLC / VIG

Capital Analysts, LLC’s Vanguard Specialized Funds Position

Does Capital Analysts, LLC own Vanguard Specialized Funds (VIG)? Yes — 53.5K shares worth $12M (+0.30% of its 13F portfolio) as of Q1 2026, down from 57.1K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
53.5K
% of Portfolio
+0.30%
Quarters Held
30
currently held

Position History VIG

Reported value by quarter
Q4 ’18: $33,000Q4 ’18Q1 ’19: $37,000Q2 ’19: $39,000Q3 ’19: $40,000Q4 ’19: $42,000Q4 ’19Q1 ’20: $21,000Q2 ’20: $18,000Q3 ’20: $20,000Q4 ’20: $81,000Q4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.5K$12M+0.30%
Q4 202557.1K$13M+0.35%
Q3 202555.9K$12M+0.35%
Q2 202553.8K$11M+0.37%
Q1 202553.3K$10M+0.39%
Q4 202447.3K$9M+0.37%
Q3 202447.1K$9M+0.38%
Q2 202446.0K$8M+0.37%
Q1 202439.1K$7M+0.33%
Q4 202339.8K$7M+0.34%
Q3 202342.2K$7M+0.36%
Q2 202349.2K$8M+0.44%
Q1 202349.6K$8M+0.44%
Q4 202248.7K$7M+0.45%
Q3 202249.4K$7M+0.46%
Q2 202249.6K$7M+0.50%
Q1 202249.7K$8M+0.51%
Q4 202144.2K$8M+0.46%
Q3 202149.3K$8M+0.50%
Q2 202149.7K$8M+0.52%
Q1 202148.0K$7M+0.49%
Q4 2020571$81,000+0.01%
Q3 2020154$20,0000.00%
Q2 2020154$18,0000.00%
Q1 2020204$21,0000.00%
Q4 2019338$42,0000.00%
Q3 2019338$40,0000.00%
Q2 2019338$39,0000.00%
Q1 2019338$37,0000.00%
Q4 2018338$33,0000.00%

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