TIEDEMANN ADVISORS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$367,004
-4.1%
2,350
+0.3%
0.02%0.0%
Q2 2023$382,574
+6.0%
2,3440.0%0.02%0.0%
Q1 2023$361,023
+1.7%
2,344
+0.3%
0.02%
-5.9%
Q4 2022$354,983
+12.7%
2,338
+0.3%
0.02%
-10.5%
Q3 2022$315,000
-59.9%
2,330
-57.4%
0.02%
-67.8%
Q2 2022$785,000
+66.7%
5,470
+88.2%
0.06%
+145.8%
Q1 2022$471,000
-30.0%
2,907
-25.7%
0.02%
-27.3%
Q4 2021$673,000
+12.4%
3,913
+0.2%
0.03%
+3.1%
Q3 2021$599,000
-3.5%
3,904
-2.6%
0.03%
+28.0%
Q2 2021$621,000
+38.3%
4,008
+31.4%
0.02%
+25.0%
Q1 2021$449,000
-5.1%
3,050
-8.9%
0.02%
-13.0%
Q4 2020$473,000
-57.5%
3,349
-61.1%
0.02%
-57.4%
Q3 2020$1,112,000
+7.8%
8,599
-1.8%
0.05%
-1.8%
Q2 2020$1,032,000
-17.0%
8,755
-27.2%
0.06%
-32.1%
Q1 2020$1,244,000
-9.9%
12,033
+8.7%
0.08%
+22.7%
Q4 2019$1,380,000
+18.3%
11,073
+13.5%
0.07%
+17.9%
Q3 2019$1,167,000
+103.3%
9,752
+95.8%
0.06%
+93.1%
Q2 2019$574,000
-36.2%
4,981
-39.1%
0.03%
-31.0%
Q1 2019$900,000
+13.1%
8,179
+0.5%
0.04%
+2.4%
Q4 2018$796,000
+38.2%
8,137
+56.9%
0.04%
+20.6%
Q3 2018$576,000
+8.7%
5,1850.0%0.03%0.0%
Q2 2018$530,000
+10.9%
5,185
+9.6%
0.03%
+3.0%
Q1 2018$478,000
+12.5%
4,730
+13.3%
0.03%0.0%
Q4 2017$425,0004,1740.03%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
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