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VIG
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Position history for Steward Partners Investment Advisory, LLC's holdings in VANGUARD SPECIALIZED FUNDS

Steward Partners Investment Advisory, LLC holds 492,749 shares of VIG (VANGUARD SPECIALIZED FUNDS), worth $106M as of 2026-Q1. The position was increased (+4.5% shares). VIG represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$106M

Current Shares

492,749

Total Value Change

+$50.6M

Total Shares Change

+189,697

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
492,749
+4.5%
$106M0.5%$225.18
44
2025-Q4
Increased
471,538
+4.1%
$103.6M0.6%$221.47
44
2025-Q3
Increased
452,793
+6.2%
$97.7M0.6%$213.73
45
2025-Q2
Increased
426,536
+5.2%
$87.3M0.7%$201.40
44
2025-Q1
Increased
405,443
+2.8%
$78.7M0.7%$189.59
43
2024-Q4
Increased
394,411
+5.2%
$77.2M0.7%$192.48
44
2024-Q3
Increased
374,777
+23.7%
$74.2M0.7%$193.07
51
2024-Q2
Increased
303,052
+5.0%
$55.3M0.6%$177.90
44

Other major holders of VIG: BANK OF AMERICA CORP /DE/

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