Avidian Wealth Solutions, LLC - 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
Avidian Wealth Solutions, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$387,075
-9.9%
2,491
-5.9%
0.03%
-3.6%
Q2 2023$429,756
-1.5%
2,646
-6.6%
0.03%
+16.7%
Q1 2023$436,124
-57.0%
2,832
-57.6%
0.02%
-63.6%
Q4 2022$1,014,267
+202.8%
6,679
+169.9%
0.07%
+175.0%
Q3 2022$335,000
-3.5%
2,475
+2.2%
0.02%
-4.0%
Q2 2022$347,000
-12.4%
2,421
-0.7%
0.02%
+4.2%
Q1 2022$396,000
-4.8%
2,439
+0.8%
0.02%
-7.7%
Q4 2021$416,000
-7.6%
2,420
-17.4%
0.03%
-23.5%
Q3 2021$450,000
-7.6%
2,931
-6.7%
0.03%
-8.1%
Q2 2021$487,000
-36.3%
3,143
-39.6%
0.04%
-43.1%
Q1 2021$765,000
+52.1%
5,204
+46.1%
0.06%
+35.4%
Q4 2020$503,000
+4.1%
3,562
-5.1%
0.05%
+29.7%
Q3 2020$483,000
+64.8%
3,752
+50.0%
0.04%
-7.5%
Q2 2020$293,000
+23.1%
2,501
+8.7%
0.04%
+5.3%
Q1 2020$238,000
-27.4%
2,300
-23.0%
0.04%
-47.9%
Q1 2019$328,000
-55.9%
2,988
-67.3%
0.07%
-81.7%
Q1 2016$743,000
+4.4%
9,1500.0%0.40%
+14.7%
Q4 2015$712,000
+5.5%
9,1500.0%0.35%
-17.5%
Q3 2015$675,0009,1500.42%
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