Destination Wealth Management - 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
Destination Wealth Management ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$523,388
-6.2%
3,368
-1.9%
0.02%
-4.8%
Q2 2023$557,793
-4.0%
3,434
-8.9%
0.02%
-4.5%
Q1 2023$580,814
+27.9%
3,771
+26.1%
0.02%
+22.2%
Q4 2022$454,041
-5.2%
2,990
-15.6%
0.02%
-10.0%
Q3 2022$479,000
-5.1%
3,541
+0.7%
0.02%0.0%
Q2 2022$505,000
-22.4%
3,517
-12.4%
0.02%
-16.7%
Q1 2022$651,000
+22.1%
4,017
+29.4%
0.02%
+26.3%
Q4 2021$533,000
+1.1%
3,104
-9.6%
0.02%
-5.0%
Q3 2021$527,000
+8.2%
3,433
+9.0%
0.02%
+5.3%
Q2 2021$487,000
+95.6%
3,149
+86.0%
0.02%
+90.0%
Q1 2021$249,000
-40.9%
1,693
-43.2%
0.01%
-44.4%
Q4 2020$421,000
+79.1%
2,980
+63.5%
0.02%
+50.0%
Q3 2020$235,000
-12.0%
1,823
-20.0%
0.01%
-14.3%
Q2 2020$267,000
-4.0%
2,280
-15.2%
0.01%
-17.6%
Q1 2020$278,000
-13.9%
2,689
+3.7%
0.02%
+6.2%
Q4 2019$323,000
+342.5%
2,592
+306.3%
0.02%
+300.0%
Q2 2019$73,000
-53.5%
638
-55.4%
0.00%
-55.6%
Q1 2019$157,000
+124.3%
1,431
+99.9%
0.01%
+125.0%
Q4 2018$70,000
-11.4%
716
+0.8%
0.00%0.0%
Q3 2018$79,000
+33.9%
710
+22.0%
0.00%0.0%
Q2 2018$59,000
+7.3%
582
+7.2%
0.00%
+33.3%
Q1 2018$55,000
-75.1%
543
-77.3%
0.00%
-80.0%
Q2 2017$221,000
-64.4%
2,388
-67.2%
0.02%
-67.4%
Q4 2016$621,000
-41.8%
7,289
-42.7%
0.05%
-43.9%
Q3 2016$1,067,000
-13.3%
12,713
-14.0%
0.08%
-18.8%
Q2 2016$1,231,00014,7900.10%
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