Plante Moran Financial Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$544,542
-11.7%
3,505
-7.7%
0.06%
-11.0%
Q2 2023$616,647
+9.5%
3,796
+3.8%
0.07%
-5.2%
Q1 2023$563,274
-4.1%
3,657
-5.4%
0.08%
-9.4%
Q4 2022$587,234
-29.2%
3,867
-37.0%
0.08%
-40.1%
Q3 2022$829,000
+31.0%
6,135
+39.1%
0.14%
+34.0%
Q2 2022$633,000
-12.1%
4,411
-0.7%
0.11%
-20.9%
Q1 2022$720,000
-17.4%
4,441
-12.5%
0.13%
-6.3%
Q4 2021$872,000
-59.3%
5,078
-63.6%
0.14%
-70.0%
Q3 2021$2,144,000
+0.3%
13,957
+1.1%
0.48%
-8.3%
Q2 2021$2,138,000
+19.0%
13,810
+13.1%
0.52%
+5.7%
Q1 2021$1,796,000
+9.6%
12,208
+5.2%
0.49%
-3.0%
Q4 2020$1,638,000
+30.0%
11,605
+18.5%
0.51%
+14.2%
Q3 2020$1,260,000
+9.9%
9,796
+0.1%
0.44%
-3.3%
Q2 2020$1,147,000
+13.3%
9,7900.0%0.46%
-1.1%
Q1 2020$1,012,000
-8.5%
9,790
+10.4%
0.46%
+20.3%
Q4 2019$1,106,000
-11.0%
8,869
-14.7%
0.38%
+6.4%
Q3 2019$1,243,000
+3.8%
10,3940.0%0.36%
-1.4%
Q2 2019$1,197,000
+2.9%
10,394
-2.0%
0.37%
+1.9%
Q1 2019$1,163,000
+11.9%
10,6030.0%0.36%
-0.3%
Q4 2018$1,039,000
-7.1%
10,603
+4.9%
0.36%
-0.8%
Q3 2018$1,118,000
+8.9%
10,1030.0%0.36%
-30.1%
Q2 2018$1,027,000
+3.5%
10,103
+2.9%
0.52%
-3.3%
Q1 2018$992,000
-1.0%
9,8210.0%0.54%
-2.9%
Q4 2017$1,002,000
+7.6%
9,8210.0%0.56%
+0.4%
Q3 2017$931,000
+1.7%
9,821
-0.5%
0.55%
-3.3%
Q2 2017$915,000
+18.2%
9,871
+14.8%
0.57%
+22.7%
Q1 2017$774,000
+37.0%
8,601
+29.7%
0.47%
+32.4%
Q4 2016$565,000
+14.1%
6,629
+12.3%
0.35%
+5.4%
Q3 2016$495,000
+12.2%
5,903
+11.5%
0.33%
+4.7%
Q2 2016$441,000
+58.6%
5,296
+54.9%
0.32%
+49.1%
Q1 2016$278,000
+36.9%
3,419
+31.0%
0.21%
+40.8%
Q4 2015$203,000
+5.7%
2,6100.0%0.15%
+0.7%
Q3 2015$192,000
-6.3%
2,6100.0%0.15%
+2.7%
Q2 2015$205,000
+400.0%
2,610
+411.8%
0.15%
+406.9%
Q1 2015$41,000
+5.1%
510
-1.4%
0.03%
+31.8%
Q4 2013$39,0005170.02%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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