Ballast Financial Advisors LLC / VIG
Ballast Financial Advisors LLC’s Vanguard Specialized Funds Position
Does Ballast Financial Advisors LLC own Vanguard Specialized Funds (VIG)? Yes — 10.4K shares worth $2M (+2.29% of its 13F portfolio) as of Q1 2026, up from 9.9K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
10.4K
% of Portfolio
+2.29%
Quarters Held
2
currently held
Position History VIG
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ballast Financial Advisors LLC’s full portfolio or all institutional holders of VIG.