SEC 13F Intelligence

White Lighthouse Investment Management Inc. / VIG

White Lighthouse Investment Management Inc.’s Vanguard Specialized Funds Position

Does White Lighthouse Investment Management Inc. own Vanguard Specialized Funds (VIG)? Yes — 52.3K shares worth $11M (+1.56% of its 13F portfolio) as of Q1 2026, down from 52.6K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
52.3K
% of Portfolio
+1.56%
Quarters Held
30
currently held

Position History VIG

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ3 ’25: $11MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202652.3K$11M+1.56%
Q4 202552.6K$12M+1.61%
Q3 202551.0K$11M+1.68%
Q2 202551.8K$11M+1.73%
Q1 202551.0K$10M+1.77%
Q4 202453.6K$10M+1.84%
Q3 202456.2K$11M+2.00%
Q2 202456.3K$10M+1.98%
Q1 202456.7K$10M+2.10%
Q4 202356.9K$10M+2.12%
Q3 202358.0K$9M+2.19%
Q2 202358.0K$9M+2.25%
Q1 202361.0K$9M+2.37%
Q4 202259.4K$9M+2.45%
Q3 202259.4K$8M+2.34%
Q2 202254.2K$8M+2.23%
Q1 202250.8K$8M+2.09%
Q4 202150.8K$9M+2.18%
Q3 202150.6K$8M+2.09%
Q2 202148.0K$7M+2.04%
Q1 202147.6K$7M+2.14%
Q4 202055.3K$8M+2.49%
Q3 202055.8K$7M+2.48%
Q2 202058.2K$7M+2.50%
Q1 202056.9K$6M+2.46%
Q4 201950.3K$6M+2.30%
Q3 201945.8K$5M+2.20%
Q2 201942.8K$5M+2.06%
Q1 201945.6K$5M+2.29%
Q4 201848.0K$5M+2.58%

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