SEC 13F Intelligence

Freedman Financial Associates, Inc. / VIG

Freedman Financial Associates, Inc.’s Vanguard Specialized Funds Position

Does Freedman Financial Associates, Inc. own Vanguard Specialized Funds (VIG)? Not currently — the last reported position was 84.5K shares worth $14M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$14M
Q1 2022
Shares
84.5K
% of Portfolio
+9.49%
Quarters Held
6
position exited

Position History VIG

Reported value by quarter
Q4 ’20: $8MQ4 ’20Q1 ’21: $9MQ1 ’21Q2 ’21: $10MQ2 ’21Q3 ’21: $12MQ3 ’21Q4 ’21: $14MQ4 ’21Q1 ’22: $14MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202284.5K$14M+9.49%
Q4 202180.8K$14M+9.48%
Q3 202176.5K$12M+8.59%
Q2 202166.5K$10M+7.75%
Q1 202161.9K$9M+7.52%
Q4 202059.0K$8M+7.48%

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