Question 1

How many shares of VIG does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 570,781 shares of VIG (VANGUARD SPECIALIZED FUNDS).

Question 2

What is &PARTNERS's VIG position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's VIG position is worth $122.7M.

Question 3

Is &PARTNERS buying or selling VIG?

Accepted Answer

In 2026-Q1, &PARTNERS decreased their VIG position (-0.8% change in shares).

Question 4

When did &PARTNERS first buy VIG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in VIG in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	570,781	-0.8%	$122.7M	0.6%	$225.18	0
2025-Q4	Increased	575,385	+9.8%	$127.5M	0.7%	$221.47	47
2025-Q3	Increased	524,119	+13.5%	$113.2M	0.7%	$213.73	48
2025-Q2	Increased	461,610	+13.3%	$94.5M	0.7%	$201.40	48
2025-Q1	Increased	407,572	+35.7%	$78.4M	0.8%	$189.59	54
2024-Q4	Increased	300,345	+71.7%	$58.9M	0.7%	$192.48	62
2024-Q3	Increased	174,900	+72.8%	$34.7M	0.7%	$193.07	61
2024-Q2	Increased	101,219	+210.8%	$18.4M	0.8%	$177.90	64

VIGShowing 8 of 10 quarters

VIG
Showing 8 of 10 quarters