SEC 13F Intelligence

Lifepro Asset Management / VIG

Lifepro Asset Management’s Vanguard Specialized Funds Position

Does Lifepro Asset Management own Vanguard Specialized Funds (VIG)? Not currently — the last reported position was 21.9K shares worth $3M in Q2 2022; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$3M
Q2 2022
Shares
21.9K
% of Portfolio
+1.63%
Quarters Held
7
position exited

Position History VIG

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $5MQ1 ’21Q2 ’21: $6MQ2 ’21Q3 ’21: $6MQ3 ’21Q4 ’21: $7MQ4 ’21Q1 ’22: $6MQ1 ’22Q2 ’22: $3MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202221.9K$3M+1.63%
Q1 202235.3K$6M+2.06%
Q4 202139.5K$7M+2.01%
Q3 202138.9K$6M+1.81%
Q2 202139.2K$6M+1.79%
Q1 202137.1K$5M+1.72%
Q4 202030.4K$4M+1.33%

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