SEC 13F Intelligence

Financial Perspectives, Inc / VIG

Financial Perspectives, Inc’s Vanguard Specialized Funds Position

Does Financial Perspectives, Inc own Vanguard Specialized Funds (VIG)? Yes — 45.9K shares worth $10M (+2.76% of its 13F portfolio) as of Q1 2026, up from 45.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
45.9K
% of Portfolio
+2.76%
Quarters Held
10
currently held

Position History VIG

Reported value by quarter
Q4 ’23: $8MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ2 ’25Q3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.9K$10M+2.76%
Q4 202545.7K$10M+2.70%
Q3 202546.2K$10M+2.77%
Q2 202546.1K$9M+2.85%
Q1 202543.0K$8M+2.86%
Q4 202443.9K$9M+2.89%
Q3 202446.6K$9M+3.20%
Q2 202443.8K$8M+2.95%
Q1 202443.9K$8M+3.04%
Q4 202345.0K$8M+3.11%

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