Websterrogers Financial Advisors, LLC / VIG
Websterrogers Financial Advisors, LLC’s Vanguard Specialized Funds Position
Does Websterrogers Financial Advisors, LLC own Vanguard Specialized Funds (VIG)? Yes — 70.3K shares worth $17M (+4.26% of its 13F portfolio) as of Q2 2026, up from 63.9K shares the prior filed quarter.
Position Value
$17M
Q2 2026
Shares
70.3K
% of Portfolio
+4.26%
Quarters Held
20
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 70.3K | $17M | +4.26% |
| Q1 2026 | 63.9K | $14M | +3.93% |
| Q4 2025 | 59.5K | $13M | +3.80% |
| Q3 2025 | 58.0K | $13M | +3.75% |
| Q2 2025 | 54.4K | $11M | +3.54% |
| Q1 2025 | 50.7K | $10M | +3.36% |
| Q4 2024 | 2.5K | $493,883 | +0.17% |
| Q3 2024 | 2.5K | $499,507 | +0.17% |
| Q2 2024 | 2.3K | $419,500 | +0.15% |
| Q1 2024 | 2.3K | $419,638 | +0.15% |
| Q4 2023 | 2.3K | $386,808 | +0.16% |
| Q3 2023 | 2.3K | $352,713 | +0.16% |
| Q2 2023 | 2.3K | $368,716 | +0.16% |
| Q1 2023 | 2.8K | $425,838 | +0.20% |
| Q4 2022 | 2.3K | $344,700 | +0.17% |
| Q3 2022 | 2.3K | $307,000 | +0.16% |
| Q2 2022 | 2.5K | $359,000 | +0.18% |
| Q1 2022 | 2.6K | $425,000 | +0.22% |
| Q4 2021 | 1.7K | $291,000 | +0.07% |
| Q3 2021 | 1.9K | $295,000 | +0.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Websterrogers Financial Advisors, LLC’s full portfolio or all institutional holders of VIG.