SEC 13F Intelligence

Sterling Wealth Advisors Inc / VIG

Sterling Wealth Advisors Inc’s Vanguard Specialized Funds Position

Does Sterling Wealth Advisors Inc own Vanguard Specialized Funds (VIG)? Yes — 14.0K shares worth $3M (+1.81% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
14.0K
% of Portfolio
+1.81%
Quarters Held
6
currently held

Position History VIG

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.0K$3M+1.81%
Q4 202514.0K$3M+1.85%
Q3 202515.4K$3M+2.12%
Q2 202515.4K$3M+2.25%
Q1 202516.0K$3M+2.39%
Q4 202416.4K$3M+2.52%

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