EVERMAY WEALTH MANAGEMENT LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$83,089
+125.6%
534
+136.3%
0.02%
+142.9%
Q2 2023$36,826
+21.4%
226
+14.7%
0.01%
+16.7%
Q1 2023$30,340
-51.5%
197
-52.2%
0.01%
-53.8%
Q4 2022$62,560
-16.6%
412
-26.0%
0.01%
-13.3%
Q3 2022$75,000
+7.1%
557
+13.4%
0.02%
+7.1%
Q2 2022$70,000
+133.3%
491
+169.8%
0.01%
+180.0%
Q1 2022$30,000
+328.6%
182
+323.3%
0.01%
+400.0%
Q3 2021$7,000
+40.0%
43
+34.4%
0.00%0.0%
Q2 2021$5,000
-99.0%
32
-99.5%
0.00%
-99.9%
Q4 2013$512,0006,8050.71%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2022
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders