SEC 13F Intelligence

Client 1st Advisory Group, LLC / VIG

Client 1st Advisory Group, LLC’s Vanguard Specialized Funds Position

Does Client 1st Advisory Group, LLC own Vanguard Specialized Funds (VIG)? Yes — 20.5K shares worth $4M (+1.34% of its 13F portfolio) as of Q1 2026, up from 20.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
20.5K
% of Portfolio
+1.34%
Quarters Held
25
currently held

Position History VIG

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.5K$4M+1.34%
Q4 202520.4K$4M+1.40%
Q3 202520.4K$4M+1.46%
Q2 202520.5K$4M+1.52%
Q1 202520.5K$4M+1.55%
Q4 202420.5K$4M+1.61%
Q2 202421.7K$4M+1.71%
Q1 202422.3K$4M+1.83%
Q4 202322.3K$4M+1.84%
Q3 202322.5K$3M+1.85%
Q2 202322.5K$4M+1.92%
Q1 202322.5K$3M+1.88%
Q4 202222.6K$3M+2.01%
Q3 202222.8K$3M+1.91%
Q2 202222.8K$3M+1.95%
Q1 202223.3K$4M+1.85%
Q4 202123.3K$4M+1.96%
Q3 202123.4K$4M+1.84%
Q2 202123.3K$4M+1.87%
Q1 202124.3K$4M+2.04%
Q4 202024.3K$3M+2.22%
Q3 202023.7K$3M+2.28%
Q2 202024.0K$3M+2.45%
Q1 202027.8K$3M+3.04%
Q4 201915.1K$2M+1.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Client 1st Advisory Group, LLC’s full portfolio or all institutional holders of VIG.