Wealthspan Partners, LLC / VIG
Wealthspan Partners, LLC’s Vanguard Specialized Funds Position
Does Wealthspan Partners, LLC own Vanguard Specialized Funds (VIG)? Yes — 36.1K shares worth $8M (+2.74% of its 13F portfolio) as of Q1 2026, down from 36.8K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
36.1K
% of Portfolio
+2.74%
Quarters Held
18
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 36.1K | $8M | +2.74% |
| Q4 2025 | 36.8K | $8M | +2.94% |
| Q3 2025 | 38.1K | $8M | +3.14% |
| Q2 2025 | 40.7K | $8M | +3.44% |
| Q1 2025 | 42.7K | $8M | +3.83% |
| Q4 2024 | 45.0K | $9M | +4.21% |
| Q3 2024 | 46.6K | $9M | +4.56% |
| Q2 2024 | 47.7K | $9M | +4.80% |
| Q1 2024 | 48.6K | $9M | +5.23% |
| Q4 2023 | 49.2K | $8M | +5.87% |
| Q3 2023 | 51.4K | $8M | +6.30% |
| Q2 2023 | 53.9K | $9M | +6.91% |
| Q1 2023 | 54.5K | $8M | +7.17% |
| Q4 2022 | 57.1K | $9M | +7.89% |
| Q3 2022 | 57.5K | $8M | +8.04% |
| Q2 2022 | 57.5K | $8M | +8.52% |
| Q1 2022 | 60.3K | $10M | +8.87% |
| Q4 2021 | 61.4K | $11M | +9.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of VIG.