SEC 13F Intelligence

Warner Financial, Inc / VIG

Warner Financial, Inc’s Vanguard Specialized Funds Position

Does Warner Financial, Inc own Vanguard Specialized Funds (VIG)? Yes40.7K shares worth $10M (+2.83% of its 13F portfolio) as of Q2 2026, down from 40.8K shares the prior filed quarter.

Position Value
$10M
Q2 2026
Shares
40.7K
% of Portfolio
+2.83%
Quarters Held
18
currently held

Position History VIG

Reported value by quarter
Q1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $7MQ3 ’23Q4 ’23: $8MQ1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ1 ’25: $8MQ1 ’25Q2 ’25: $9MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $9MQ2 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202640.7K$10M+2.83%
Q1 202640.8K$9M+3.01%
Q4 202541.9K$9M+3.19%
Q3 202541.8K$9M+3.36%
Q2 202542.1K$9M+3.56%
Q1 202542.8K$8M+3.67%
Q4 202445.1K$9M+3.80%
Q3 202444.7K$9M+3.93%
Q2 202444.6K$8M+3.97%
Q1 202445.4K$8M+4.15%
Q4 202345.1K$8M+4.33%
Q3 202344.4K$7M+4.58%
Q2 202343.3K$7M+4.56%
Q1 202341.7K$6M+4.45%
Q4 202241.5K$6M+4.80%
Q3 202239.3K$5M+4.27%
Q2 202237.0K$5M+4.89%
Q1 202233.4K$6M+4.56%

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