BALDWIN BROTHERS LLC/MA - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 545 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2015. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2023$937,200
+9.7%
5,5000.0%0.07%0.0%
Q3 2023$854,590
-4.3%
5,5000.0%0.07%
+1.4%
Q2 2023$893,365
+5.5%
5,5000.0%0.07%
-1.4%
Q1 2023$847,055
+1.4%
5,5000.0%0.07%
-2.6%
Q4 2022$835,175
+12.4%
5,5000.0%0.08%
-26.2%
Q3 2022$743,000
-5.8%
5,5000.0%0.10%
+1.0%
Q2 2022$789,000
-11.5%
5,5000.0%0.10%
+7.4%
Q1 2022$892,000
-5.6%
5,5000.0%0.10%0.0%
Q4 2021$945,000
+11.8%
5,5000.0%0.10%
+1.1%
Q3 2021$845,000
-0.7%
5,5000.0%0.09%
+1.1%
Q2 2021$851,000
+5.2%
5,5000.0%0.09%
-3.1%
Q1 2021$809,000
+4.3%
5,5000.0%0.10%
-2.0%
Q4 2020$776,000
+9.6%
5,5000.0%0.10%
+1.0%
Q3 2020$708,000
+9.9%
5,5000.0%0.10%
+3.2%
Q2 2020$644,000
+13.2%
5,5000.0%0.09%
-6.0%
Q1 2020$569,000
-17.1%
5,5000.0%0.10%
+4.2%
Q4 2019$686,000
+4.3%
5,5000.0%0.10%
-3.0%
Q3 2019$658,000
+3.9%
5,5000.0%0.10%
+6.5%
Q2 2019$633,000
+5.0%
5,5000.0%0.09%
+3.3%
Q1 2019$603,000
+11.9%
5,5000.0%0.09%0.0%
Q4 2018$539,000
-11.5%
5,5000.0%0.09%
+5.9%
Q3 2018$609,000
+8.9%
5,5000.0%0.08%
-2.3%
Q2 2018$559,000
+0.5%
5,5000.0%0.09%
-3.3%
Q1 2018$556,000
-0.9%
5,5000.0%0.09%
+3.4%
Q4 2017$561,000
+7.7%
5,5000.0%0.09%
+3.6%
Q3 2017$521,000
+2.2%
5,5000.0%0.08%
+2.4%
Q2 2017$510,000
+3.0%
5,5000.0%0.08%0.0%
Q1 2017$495,000
+5.8%
5,5000.0%0.08%
-3.5%
Q4 2016$468,000
-49.3%
5,500
-50.0%
0.08%
-49.1%
Q3 2016$923,000
+0.8%
11,0000.0%0.17%
-11.2%
Q2 2016$916,000
+2.5%
11,0000.0%0.19%
+17.5%
Q1 2016$894,000
+4.6%
11,0000.0%0.16%
+15.1%
Q4 2015$855,000
+5.4%
11,0000.0%0.14%
+1.5%
Q3 2015$811,000
-6.1%
11,0000.0%0.14%
+7.0%
Q2 2015$864,000
-2.4%
11,0000.0%0.13%
-1.5%
Q1 2015$885,000
-0.9%
11,000
-0.0%
0.13%
+0.8%
Q4 2014$893,000
+5.4%
11,0020.0%0.13%
+7.5%
Q3 2014$847,000
-1.7%
11,002
-0.5%
0.12%
-6.2%
Q2 2014$862,000
+4.1%
11,060
+0.5%
0.13%
-3.8%
Q1 2014$828,0000.0%11,0000.0%0.13%0.0%
Q4 2013$828,000
+8.1%
11,0000.0%0.13%
-5.0%
Q3 2013$766,000
-41.3%
11,000
-44.2%
0.14%
-45.7%
Q2 2013$1,304,00019,7000.26%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2015
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