Stockman Wealth Management, Inc. - 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
Stockman Wealth Management, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2023$438,467
-19.9%
2,847
-21.1%
0.10%
-22.2%
Q4 2022$547,723
+12.2%
3,6070.0%0.13%
-4.5%
Q3 2022$488,000
-5.8%
3,607
-0.1%
0.13%0.0%
Q2 2022$518,000
-2.8%
3,611
+9.8%
0.13%
+18.9%
Q1 2022$533,000
-8.9%
3,289
-3.4%
0.11%
-6.7%
Q4 2021$585,000
+11.9%
3,404
-0.0%
0.12%
+2.6%
Q3 2021$523,000
+63.4%
3,405
+64.8%
0.12%
+52.6%
Q2 2021$320,000
+3.9%
2,066
-1.2%
0.08%
-11.6%
Q1 2021$308,000
+3.0%
2,091
-1.1%
0.09%
-6.5%
Q4 2020$299,000
+8.3%
2,115
-1.5%
0.09%
-8.9%
Q3 2020$276,000
+5.3%
2,147
-3.8%
0.10%
+3.1%
Q2 2020$262,000
-30.1%
2,232
-38.4%
0.10%
-41.0%
Q1 2020$375,000
-37.8%
3,623
-25.1%
0.17%
-22.4%
Q4 2019$603,000
+4.1%
4,8380.0%0.21%
-3.6%
Q3 2019$579,000
+3.9%
4,8380.0%0.22%
-2.2%
Q2 2019$557,000
+2.8%
4,838
-2.2%
0.23%
-4.2%
Q1 2019$542,000
+10.2%
4,945
-1.5%
0.24%
+0.9%
Q4 2018$492,000
-11.5%
5,0220.0%0.24%
-2.1%
Q3 2018$556,000
+8.0%
5,022
-1.0%
0.24%
+1.7%
Q2 2018$515,000
-0.8%
5,071
-1.3%
0.24%
-0.8%
Q1 2018$519,000
-2.1%
5,136
-1.1%
0.24%0.0%
Q4 2017$530,000
-49.4%
5,191
-53.0%
0.24%
-52.5%
Q3 2017$1,047,000
+5.2%
11,041
+2.8%
0.50%
-49.5%
Q2 2017$995,000
+90.6%
10,741
+85.0%
0.99%
+234.0%
Q1 2017$522,0005,8060.30%
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