SEC 13F Intelligence

Ball & Co Wealth Management Inc. / VIG

Ball & Co Wealth Management Inc.’s Vanguard Specialized Funds Position

Does Ball & Co Wealth Management Inc. own Vanguard Specialized Funds (VIG)? Yes124.1K shares worth $27M (+22.32% of its 13F portfolio) as of Q1 2026, down from 124.5K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
124.1K
% of Portfolio
+22.32%
Quarters Held
3
currently held

Position History VIG

Reported value by quarter
Q3 ’25: $20MQ3 ’25Q4 ’25: $27MQ4 ’25Q1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026124.1K$27M+22.32%
Q4 2025124.5K$27M+17.62%
Q3 202593.3K$20M+13.39%

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