Tower View Wealth Management LLC / VIG
Tower View Wealth Management LLC’s Vanguard Specialized Funds Position
Does Tower View Wealth Management LLC own Vanguard Specialized Funds (VIG)? Yes — 19.7K shares worth $4M (+2.18% of its 13F portfolio) as of Q1 2026, up from 19.5K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
19.7K
% of Portfolio
+2.18%
Quarters Held
29
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 19.7K | $4M | +2.18% |
| Q4 2025 | 19.5K | $4M | +2.12% |
| Q3 2025 | 19.8K | $4M | +2.21% |
| Q2 2025 | 19.5K | $4M | +2.07% |
| Q1 2025 | 19.5K | $4M | +2.21% |
| Q4 2024 | 19.5K | $4M | +2.02% |
| Q3 2024 | 19.4K | $4M | +2.10% |
| Q2 2024 | 19.3K | $4M | +2.03% |
| Q1 2024 | 19.3K | $4M | +2.06% |
| Q4 2023 | 19.5K | $3M | +2.06% |
| Q3 2023 | 19.1K | $3M | +2.08% |
| Q2 2023 | 19.3K | $3M | +2.12% |
| Q1 2023 | 21.7K | $3M | +2.25% |
| Q4 2022 | 21.7K | $3M | +2.29% |
| Q3 2022 | 21.7K | $3M | +2.23% |
| Q2 2022 | 21.5K | $3M | +2.27% |
| Q1 2022 | 21.8K | $4M | +1.90% |
| Q4 2021 | 20.4K | $4M | +1.78% |
| Q3 2021 | 20.4K | $3M | +1.73% |
| Q2 2021 | 20.3K | $3M | +1.59% |
| Q1 2021 | 20.1K | $3M | +1.62% |
| Q4 2020 | 20.7K | $3M | +1.66% |
| Q3 2020 | 21.4K | $3M | +1.79% |
| Q2 2020 | 20.4K | $2M | +1.75% |
| Q1 2020 | 12.3K | $1M | +1.15% |
| Q4 2019 | 12.8K | $2M | +1.21% |
| Q3 2019 | 13.0K | $2M | +1.29% |
| Q2 2019 | 13.4K | $2M | +1.32% |
| Q1 2019 | 13.7K | $2M | +1.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of VIG.