SEC 13F Intelligence

20/20 Capital Management, Inc. / VIG

20/20 Capital Management, Inc.’s Vanguard Specialized Funds Position

Does 20/20 Capital Management, Inc. own Vanguard Specialized Funds (VIG)? Yes — 138.2K shares worth $21M (+5.54% of its 13F portfolio) as of Q2 2021, up from 128.1K shares the prior filed quarter.

Position Value
$21M
Q2 2021
Shares
138.2K
% of Portfolio
+5.54%
Quarters Held
7
currently held

Position History VIG

Reported value by quarter
Q4 ’19: $455,000Q4 ’19Q1 ’20: $663,000Q1 ’20Q2 ’20: $1MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $15MQ4 ’20Q1 ’21: $19MQ1 ’21Q2 ’21: $21MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2021138.2K$21M+5.54%
Q1 2021128.1K$19M+5.46%
Q4 2020110.1K$15M+4.52%
Q3 202024.0K$3M+1.16%
Q2 20209.1K$1M+0.44%
Q1 20205.9K$663,000+0.30%
Q4 20193.5K$455,000+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 20/20 Capital Management, Inc.’s full portfolio or all institutional holders of VIG.