Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$9,333,147
-10.7%
60,067
-6.7%
0.30%
+4.9%
Q2 2023$10,455,112
-13.3%
64,367
-17.8%
0.29%
-9.5%
Q1 2023$12,059,992
+1602.8%
78,307
+1579.0%
0.32%
+229.2%
Q4 2022$708,257
-16.4%
4,664
-25.6%
0.10%
-22.0%
Q3 2022$847,000
-11.4%
6,268
-5.9%
0.12%
-0.8%
Q2 2022$956,000
+1.2%
6,663
+14.3%
0.12%
+6.9%
Q1 2022$945,000
+15.2%
5,829
+22.3%
0.12%
+26.1%
Q4 2021$820,000
-47.9%
4,768
-53.4%
0.09%
-62.0%
Q3 2021$1,573,000
+142.0%
10,239
+143.7%
0.24%
+87.6%
Q2 2021$650,000
-85.3%
4,201
-86.6%
0.13%
+95.5%
Q4 2020$4,429,000
+3.7%
31,374
-5.5%
0.07%
-15.4%
Q3 2020$4,270,000
-70.2%
33,189
-72.8%
0.08%
-72.4%
Q2 2020$14,312,000
+388.0%
122,133
+330.6%
0.28%
+214.4%
Q1 2020$2,933,000
-32.5%
28,364
-18.6%
0.09%
-31.8%
Q4 2019$4,342,000
+68.8%
34,828
+61.9%
0.13%
+25.7%
Q3 2019$2,573,000
+85.8%
21,513
+78.9%
0.10%
+78.0%
Q2 2019$1,385,000
-81.5%
12,026
-82.3%
0.06%
-86.8%
Q1 2019$7,468,000
+165.1%
68,113
+136.8%
0.45%
+22.8%
Q4 2018$2,817,000
+237.0%
28,769
+281.0%
0.36%
+658.3%
Q3 2018$836,000
+25.0%
7,551
+14.6%
0.05%0.0%
Q2 2018$669,000
+19.7%
6,591
+19.2%
0.05%0.0%
Q1 2018$559,000
+22.3%
5,528
+23.4%
0.05%
+9.1%
Q4 2017$457,000
-17.5%
4,480
-25.1%
0.04%
-32.3%
Q2 2017$554,000
+20.4%
5,980
+16.9%
0.06%
-8.5%
Q1 2017$460,000
-7.1%
5,116
-12.0%
0.07%
-37.7%
Q4 2016$495,000
+101.2%
5,815
+98.7%
0.11%
-5.0%
Q3 2016$246,000
-73.7%
2,926
-75.6%
0.12%
+9.1%
Q4 2015$934,00012,0130.11%
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