Edmonds Duncan Registered Investment Advisors, LLC / VIG
Edmonds Duncan Registered Investment Advisors, LLC’s Vanguard Specialized Funds Position
Does Edmonds Duncan Registered Investment Advisors, LLC own Vanguard Specialized Funds (VIG)? Yes — 174.0K shares worth $34M (+7.55% of its 13F portfolio) as of Q3 2024, up from 165.3K shares the prior filed quarter.
Position Value
$34M
Q3 2024
Shares
174.0K
% of Portfolio
+7.55%
Quarters Held
24
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 174.0K | $34M | +7.55% |
| Q2 2024 | 165.3K | $30M | +7.35% |
| Q1 2024 | 171.8K | $31M | +7.87% |
| Q4 2023 | 171.2K | $29M | +7.58% |
| Q3 2023 | 171.2K | $27M | +7.47% |
| Q2 2023 | 155.6K | $25M | +7.60% |
| Q1 2023 | 150.8K | $23M | +7.19% |
| Q4 2022 | 147.2K | $22M | +7.29% |
| Q3 2022 | 148.4K | $20M | +7.09% |
| Q2 2022 | 144.1K | $21M | +7.09% |
| Q1 2022 | 150.4K | $24M | +7.13% |
| Q4 2021 | 147.7K | $24M | +6.35% |
| Q3 2021 | 145.2K | $22M | +6.79% |
| Q2 2021 | 138.6K | $21M | +6.67% |
| Q1 2021 | 137.0K | $20M | +6.68% |
| Q4 2020 | 137.3K | $20M | +6.53% |
| Q3 2020 | 83.6K | $11M | +4.48% |
| Q2 2020 | 83.1K | $10M | +4.23% |
| Q1 2020 | 84.0K | $9M | +4.42% |
| Q4 2019 | 90.2K | $11M | +4.56% |
| Q3 2019 | 76.7K | $9M | +3.86% |
| Q2 2019 | 81.0K | $9M | +3.87% |
| Q1 2019 | 82.7K | $9M | +3.77% |
| Q4 2018 | 80.8K | $8M | +3.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of VIG.