SEC 13F Intelligence

Global Wealth Management, LLC / VIG

Global Wealth Management, LLC’s Vanguard Specialized Funds Position

Does Global Wealth Management, LLC own Vanguard Specialized Funds (VIG)? Yes — 51.2K shares worth $11M (+6.00% of its 13F portfolio) as of Q1 2026, down from 53.1K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
51.2K
% of Portfolio
+6.00%
Quarters Held
7
currently held

Position History VIG

Reported value by quarter
Q3 ’24: $11MQ3 ’24Q4 ’24: $11MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.2K$11M+6.00%
Q4 202553.1K$12M+6.28%
Q3 202555.1K$12M+6.24%
Q2 202555.6K$11M+6.29%
Q1 202554.8K$11M+6.13%
Q4 202454.5K$11M+6.81%
Q3 202454.3K$11M+7.28%

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