SEC 13F Intelligence

Investors Financial Group, LLC / VIG

Investors Financial Group, LLC’s Vanguard Specialized Funds Position

Does Investors Financial Group, LLC own Vanguard Specialized Funds (VIG)? Not currently — the last reported position was 15.2K shares worth $3M in Q4 2021; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$3M
Q4 2021
Shares
15.2K
% of Portfolio
+1.22%
Quarters Held
9
position exited

Position History VIG

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $3MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202115.2K$3M+1.22%
Q3 202115.8K$2M+1.28%
Q2 202115.9K$2M+1.32%
Q1 202116.1K$2M+1.39%
Q4 202015.3K$2M+1.42%
Q3 202015.3K$2M+1.48%
Q2 202015.1K$2M+1.46%
Q1 202014.4K$1M+1.50%
Q4 201913.4K$2M+1.36%

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