NATIONS FINANCIAL GROUP INC, /IA/ /ADV - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,618,357
-9.2%
16,851
-5.1%
0.26%
-6.7%
Q2 2023$2,883,725
+3.4%
17,753
-1.9%
0.28%
-3.4%
Q1 2023$2,788,356
+0.8%
18,105
-0.6%
0.29%
-5.5%
Q4 2022$2,766,041
+13.2%
18,215
+0.8%
0.31%
-12.4%
Q3 2022$2,443,000
-6.7%
18,077
-1.0%
0.35%
+0.9%
Q2 2022$2,619,000
-12.3%
18,251
-0.9%
0.35%
-2.2%
Q1 2022$2,988,000
-10.7%
18,425
-5.4%
0.36%
-18.6%
Q4 2021$3,347,000
+28.8%
19,486
+15.2%
0.44%
+11.6%
Q3 2021$2,598,000
-3.5%
16,915
-2.7%
0.40%
-12.4%
Q2 2021$2,692,000
+123.2%
17,392
+112.2%
0.45%
+64.0%
Q1 2021$1,206,000
+12.3%
8,196
+7.7%
0.28%
-2.8%
Q4 2020$1,074,000
+34.1%
7,608
+22.2%
0.28%
+14.1%
Q3 2020$801,000
+25.7%
6,228
+14.5%
0.25%
+9.7%
Q2 2020$637,000
+35.2%
5,439
+19.4%
0.23%
+12.4%
Q1 2020$471,000
-6.5%
4,555
+12.8%
0.20%
+15.5%
Q4 2019$504,000
+4.6%
4,039
+0.2%
0.17%
+0.6%
Q3 2019$482,000
+8.8%
4,029
+4.6%
0.17%
-41.0%
Q2 2019$443,000
+5.5%
3,850
+0.5%
0.29%
+1.7%
Q1 2019$420,000
+12.0%
3,8320.0%0.29%
-4.0%
Q4 2018$375,000
-4.8%
3,832
+7.6%
0.30%
+6.4%
Q3 2018$394,000
+9.1%
3,562
+0.3%
0.28%
-6.3%
Q2 2018$361,000
+0.6%
3,552
+0.0%
0.30%
-8.2%
Q1 2018$359,000
-0.8%
3,551
+0.2%
0.33%
-1.2%
Q4 2017$362,000
+8.1%
3,544
+0.3%
0.33%
+2.2%
Q3 2017$335,000
+2.4%
3,533
+0.2%
0.32%
+20.8%
Q2 2017$327,000
-8.7%
3,527
-11.5%
0.27%
-22.9%
Q1 2017$358,000
+48.5%
3,985
+40.6%
0.35%
+34.2%
Q4 2016$241,000
+1.7%
2,835
+0.6%
0.26%
+10.6%
Q3 2016$237,000
-5.2%
2,819
-6.3%
0.24%
-10.3%
Q2 2016$250,000
+2.9%
3,007
+0.4%
0.26%
-6.1%
Q1 2016$243,0002,9940.28%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2020
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