SEC 13F Intelligence

Allred Capital Management, LLC / VIG

Allred Capital Management, LLC’s Vanguard Specialized Funds Position

Does Allred Capital Management, LLC own Vanguard Specialized Funds (VIG)? Yes — 61.7K shares worth $13M (+4.83% of its 13F portfolio) as of Q1 2026, up from 60.9K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
61.7K
% of Portfolio
+4.83%
Quarters Held
30
currently held

Position History VIG

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $12MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $15MQ4 ’21Q1 ’22: $14MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $11MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202661.7K$13M+4.83%
Q4 202560.9K$13M+4.84%
Q3 202560.4K$13M+4.54%
Q2 202560.9K$12M+4.66%
Q1 202559.5K$12M+4.61%
Q4 202459.1K$12M+4.48%
Q3 202460.9K$12M+4.74%
Q2 202460.8K$11M+4.26%
Q1 202461.2K$11M+4.36%
Q4 202361.6K$11M+4.57%
Q3 202368.3K$11M+5.28%
Q2 202365.4K$11M+5.21%
Q1 202366.7K$10M+5.44%
Q4 202270.5K$11M+5.87%
Q3 202274.8K$10M+6.31%
Q2 202274.7K$11M+6.76%
Q1 202287.2K$14M+7.46%
Q4 202184.8K$15M+7.04%
Q3 202184.3K$13M+6.77%
Q2 202185.0K$13M+6.50%
Q1 202183.3K$12M+5.55%
Q4 202081.9K$12M+6.32%
Q3 202079.5K$10M+6.18%
Q2 202081.2K$10M+6.03%
Q1 202077.4K$8M+5.26%
Q4 201955.6K$7M+3.79%
Q3 201960.4K$7M+4.33%
Q2 201958.7K$7M+3.89%
Q1 201954.9K$6M+3.44%
Q4 201848.0K$5M+3.14%

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