OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,046 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2019. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$7,785,470
-15.5%
50,106
-11.6%
0.58%
-13.3%
Q2 2023$9,209,131
+1.1%
56,696
-4.1%
0.66%
-0.6%
Q1 2023$9,109,075
-5.5%
59,146
-6.9%
0.67%
-11.8%
Q4 2022$9,643,262
+12.3%
63,505
-0.1%
0.76%
+5.3%
Q3 2022$8,590,000
-7.7%
63,555
-2.0%
0.72%
+1.0%
Q2 2022$9,308,000
-21.7%
64,881
-11.5%
0.71%
-18.8%
Q1 2022$11,890,000
-9.4%
73,325
-4.0%
0.88%
-8.4%
Q4 2021$13,118,000
+4.0%
76,376
-7.0%
0.96%
-5.5%
Q3 2021$12,612,000
+1.6%
82,107
+2.4%
1.01%
-0.9%
Q2 2021$12,411,000
-2.0%
80,182
-6.9%
1.02%
-11.4%
Q1 2021$12,666,000
-5.0%
86,113
-8.9%
1.15%
-29.3%
Q4 2020$13,338,000
+12.6%
94,485
+2.6%
1.63%
-31.6%
Q3 2020$11,848,000
+6.1%
92,091
-3.4%
2.38%
-0.3%
Q2 2020$11,171,000
+9.6%
95,331
-3.3%
2.39%
-9.9%
Q1 2020$10,197,000
-21.6%
98,626
-5.5%
2.66%
+0.8%
Q4 2019$13,006,000
+3.6%
104,329
-0.6%
2.63%
+4.4%
Q3 2019$12,552,000
+12.7%
104,969
+8.6%
2.52%
+18.4%
Q2 2019$11,135,000
+14.8%
96,688
+9.3%
2.13%
+12.5%
Q1 2019$9,701,000
+13.6%
88,481
+1.5%
1.89%
+48.3%
Q4 2018$8,540,000
+5.7%
87,183
+19.5%
1.28%
+23.6%
Q3 2018$8,078,000
+8.8%
72,975
-0.2%
1.03%
+2.1%
Q2 2018$7,427,000
+4.8%
73,087
+4.2%
1.01%
+3.7%
Q1 2018$7,089,000
+8.2%
70,149
+9.3%
0.98%
+12.4%
Q4 2017$6,550,000
+8.5%
64,199
+0.8%
0.87%
+5.0%
Q3 2017$6,037,000
+2.0%
63,689
-0.3%
0.83%
-1.8%
Q2 2017$5,918,000
+12.0%
63,859
+8.7%
0.84%
+11.4%
Q1 2017$5,283,000
+6.2%
58,734
+0.6%
0.76%
+3.8%
Q4 2016$4,973,000
+4.5%
58,379
+3.0%
0.73%
+2.2%
Q3 2016$4,759,000
+8.0%
56,699
+7.1%
0.71%
+8.4%
Q2 2016$4,407,000
+17.6%
52,949
+14.8%
0.66%
+19.5%
Q1 2016$3,746,000
+15.9%
46,109
+10.9%
0.55%
+17.0%
Q4 2015$3,232,000
+14.1%
41,566
+8.2%
0.47%
+13.0%
Q3 2015$2,832,000
-3.7%
38,408
+2.6%
0.42%
+5.6%
Q2 2015$2,942,000
+3.1%
37,438
+5.6%
0.39%
+5.1%
Q1 2015$2,854,000
+1.1%
35,462
+1.9%
0.38%
+9.6%
Q4 2014$2,824,000
+8.6%
34,799
+3.0%
0.34%
+1.8%
Q3 2014$2,600,000
+0.9%
33,789
+2.2%
0.34%
+1.2%
Q2 2014$2,577,000
+3.6%
33,0590.0%0.33%
+1.8%
Q1 2014$2,487,0000.0%33,0590.0%0.33%
+0.6%
Q4 2013$2,487,000
+15.6%
33,059
+6.9%
0.32%
+8.0%
Q3 2013$2,152,000
+7.5%
30,915
+2.3%
0.30%
+4.9%
Q2 2013$2,001,00030,2340.29%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2019
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders