Simplicity Solutions, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

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 Q3 2023
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