CORDA Investment Management, LLC. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.

Quarter-by-quarter ownership
CORDA Investment Management, LLC. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,970,210
-6.9%
19,116
-2.7%
0.27%
+7.6%
Q2 2023$3,190,901
-1.2%
19,645
-6.3%
0.25%
-3.1%
Q1 2023$3,228,632
+0.1%
20,964
-1.3%
0.26%
-1.5%
Q4 2022$3,223,894
+8.0%
21,231
-3.9%
0.26%
-2.2%
Q3 2022$2,985,000
-8.6%
22,091
-3.0%
0.27%
-3.2%
Q2 2022$3,266,000
-19.3%
22,766
-8.8%
0.28%
-11.5%
Q1 2022$4,046,000
-1.1%
24,954
+4.7%
0.31%
-2.8%
Q4 2021$4,093,000
+16.3%
23,833
+4.0%
0.32%
+5.2%
Q3 2021$3,519,000
+1.7%
22,912
+2.5%
0.31%
+3.0%
Q2 2021$3,459,000
+4.2%
22,353
-1.0%
0.30%
-1.3%
Q1 2021$3,319,000
+5.4%
22,572
+1.1%
0.30%
-5.0%
Q4 2020$3,150,000
+16.9%
22,317
+6.6%
0.32%
+8.2%
Q3 2020$2,695,000
+21.4%
20,944
+10.5%
0.29%
+14.9%
Q2 2020$2,220,000
+28.9%
18,946
+13.7%
0.26%
+18.6%
Q1 2020$1,722,00016,6580.22%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2020
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