SEC 13F Intelligence

Mendel Capital Management LLC / VIG

Mendel Capital Management LLC’s Vanguard Specialized Funds Position

Does Mendel Capital Management LLC own Vanguard Specialized Funds (VIG)? Yes60.7K shares worth $13M (+6.56% of its 13F portfolio) as of Q1 2026, up from 60.6K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
60.7K
% of Portfolio
+6.56%
Quarters Held
17
currently held

Position History VIG

Reported value by quarter
Q4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $9MQ3 ’22Q4 ’22: $10MQ1 ’23: $10MQ2 ’23: $10MQ2 ’23Q3 ’23: $9MQ4 ’23: $11MQ1 ’24: $11MQ1 ’24Q2 ’24: $11MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $12MQ3 ’25: $13MQ3 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.7K$13M+6.56%
Q3 202560.6K$13M+6.86%
Q2 202560.5K$12M+7.07%
Q1 202562.6K$12M+7.34%
Q4 202461.0K$12M+7.24%
Q3 202460.4K$12M+7.35%
Q2 202460.8K$11M+7.17%
Q1 202461.8K$11M+7.47%
Q4 202361.8K$11M+7.56%
Q3 202360.8K$9M+7.76%
Q2 202361.8K$10M+8.03%
Q1 202365.9K$10M+9.16%
Q4 202265.0K$10M+10.28%
Q3 202263.0K$9M+9.99%
Q2 202259.5K$9M+9.56%
Q1 202259.6K$10M+9.15%
Q4 202158.1K$10M+9.16%

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