Laird Norton Wetherby Wealth Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.

Quarter-by-quarter ownership
Laird Norton Wetherby Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,138,923
-4.2%
20,202
+0.2%
0.18%
+1.1%
Q2 2023$3,274,962
+5.4%
20,162
-0.0%
0.18%
-3.3%
Q1 2023$3,105,811
+13.5%
20,166
+11.9%
0.18%
+3.4%
Q4 2022$2,735,588
+14.7%
18,015
+2.1%
0.18%
+4.8%
Q3 2022$2,385,000
-5.6%
17,646
+0.2%
0.17%
-2.3%
Q2 2022$2,526,000
+50.9%
17,607
+70.6%
0.17%
+79.2%
Q1 2022$1,674,000
-5.2%
10,323
+0.4%
0.10%
-3.0%
Q4 2021$1,766,000
+11.1%
10,281
-0.6%
0.10%
+1.0%
Q3 2021$1,589,000
-0.3%
10,347
+0.5%
0.10%
+1.0%
Q2 2021$1,594,000
+8.2%
10,300
+2.9%
0.10%
-13.4%
Q1 2021$1,473,000
+3.3%
10,013
-0.9%
0.11%
+15.5%
Q4 2020$1,426,000
+11.8%
10,101
+1.8%
0.10%
-14.9%
Q3 2020$1,276,000
+10.2%
9,921
+0.4%
0.11%
+3.6%
Q2 2020$1,158,000
+13.8%
9,885
+0.3%
0.11%
-3.5%
Q1 2020$1,018,000
-17.1%
9,8510.0%0.11%
-5.8%
Q4 2019$1,228,000
-23.2%
9,851
-26.4%
0.12%
-27.5%
Q3 2019$1,600,000
+4.1%
13,381
+0.2%
0.17%
-0.6%
Q2 2019$1,537,000
+5.5%
13,348
+0.5%
0.17%
-7.2%
Q1 2019$1,457,000
+15.5%
13,286
+3.1%
0.18%
+1.1%
Q4 2018$1,262,000
-11.5%
12,8820.0%0.18%
+1.7%
Q3 2018$1,426,000
+8.9%
12,8820.0%0.18%
-0.6%
Q2 2018$1,309,000
+0.5%
12,8820.0%0.18%
-1.7%
Q1 2018$1,302,000
+50.9%
12,882
+52.2%
0.18%
+50.0%
Q4 2017$863,000
+7.6%
8,4620.0%0.12%
+0.8%
Q3 2017$802,000
+1.6%
8,462
-0.6%
0.12%
-11.2%
Q2 2017$789,000
+7.5%
8,513
+4.4%
0.13%
+1.5%
Q1 2017$734,000
+5.8%
8,1550.0%0.13%
-2.9%
Q4 2016$694,000
+1.5%
8,155
+0.0%
0.14%
-1.4%
Q3 2016$684,000
+0.7%
8,1540.0%0.14%
-8.6%
Q2 2016$679,000
+2.6%
8,1540.0%0.15%
-3.2%
Q1 2016$662,000
+4.7%
8,154
+0.4%
0.16%
+2.6%
Q4 2015$632,000
+5.5%
8,1250.0%0.15%
-0.7%
Q3 2015$599,000
-6.3%
8,1250.0%0.15%
-0.6%
Q2 2015$639,000
-2.3%
8,1250.0%0.15%
-3.1%
Q1 2015$654,000
-0.6%
8,125
+0.2%
0.16%
-3.6%
Q4 2014$658,000
+16.0%
8,105
+10.1%
0.16%
+4.4%
Q3 2014$567,000
+6.8%
7,360
+8.1%
0.16%
+5.3%
Q2 2014$531,000
+23.2%
6,807
+18.9%
0.15%
+21.0%
Q1 2014$431,000
+0.2%
5,726
+0.3%
0.12%
+0.8%
Q4 2013$430,000
+8.6%
5,711
+0.3%
0.12%
-0.8%
Q3 2013$396,000
-32.9%
5,692
-36.1%
0.12%
-39.8%
Q2 2013$590,0008,9080.21%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2021
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