Westside Investment Management, Inc. - 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
Westside Investment Management, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$5,291,641
-5.4%
34,056
-1.1%
1.52%
-3.5%
Q2 2023$5,593,383
+0.7%
34,435
-4.5%
1.58%
-3.2%
Q1 2023$5,553,839
+1167.9%
36,061
-6.9%
1.63%
+51.2%
Q4 2022$438,022
-99.9%
38,736
+7.1%
1.08%
-9.7%
Q3 2022$500,067,000
+3.2%
36,165
+5.2%
1.20%
+8.9%
Q2 2022$484,473,000
-0.3%
34,375
-12.9%
1.10%
+2.9%
Q1 2022$485,889,000
+1.0%
39,482
-2.2%
1.07%
-2.9%
Q4 2021$481,191,000
+0.4%
40,387
-3.5%
1.10%
-0.5%
Q3 2021$479,078,000
+5.3%
41,867
+0.7%
1.10%
+4.7%
Q2 2021$454,876,000
+32.3%
41,567
+5.2%
1.05%
+16.2%
Q1 2021$343,757,000
+4.2%
39,517
-1.0%
0.91%
+0.2%
Q4 2020$330,002,000
+9.7%
39,927
-0.5%
0.90%
+560.6%
Q3 2020$300,783,000
+9.8%
40,115
-0.2%
0.14%
-14.9%
Q2 2020$273,952,000
-39.1%
40,180
-3.1%
0.16%
-47.6%
Q1 2020$449,893,000
+802.4%
41,470
-7.2%
0.31%
+179.1%
Q2 2019$49,856,000
-99.0%
44,690
-11.6%
0.11%
-93.9%
Q4 2018$4,953,607,000
-9.0%
50,560
+3.1%
1.81%
+4.3%
Q3 2018$5,440,680,000
+9.7%
49,030
+0.6%
1.74%
-0.3%
Q2 2018$4,960,120,000
+7.0%
48,760
+3.8%
1.75%
-31.5%
Q1 2018$4,637,765,000
-3.6%
46,960
+1.8%
2.55%
-2.3%
Q4 2017$4,811,442,000
+9.1%
46,122
-0.3%
2.61%
-2.0%
Q3 2017$4,408,314,000
+0.8%
46,272
-2.0%
2.66%
-6.8%
Q2 2017$4,374,062,000
+4.7%
47,231
+1.0%
2.85%
+43.1%
Q1 2017$4,177,544,000
+37.4%
46,781
+32.2%
2.00%
-3.6%
Q4 2016$3,040,835,00035,3752.07%
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