Regal Investment Advisors LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 529 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2014. The put-call ratio across all filers is 1.28 and the average weighting 1.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$11,901,097
-1.0%
76,593
+3.5%
1.00%
-0.6%
Q2 2023$12,019,163
+3.4%
73,996
-1.9%
1.01%
-1.8%
Q1 2023$11,622,560
+4.8%
75,466
+3.3%
1.03%
-4.5%
Q4 2022$11,089,070
+10.6%
73,026
-1.5%
1.07%
+1.6%
Q3 2022$10,022,000
-3.6%
74,150
+2.3%
1.06%
-2.3%
Q2 2022$10,396,000
-6.4%
72,458
+5.8%
1.08%
+6.3%
Q1 2022$11,101,000
-2.2%
68,456
+3.6%
1.02%
+1.2%
Q4 2021$11,354,000
+14.4%
66,106
+2.3%
1.01%
+4.5%
Q3 2021$9,924,000
+4.0%
64,607
+4.8%
0.96%
+0.6%
Q2 2021$9,544,000
+6.6%
61,659
-2.8%
0.96%
-5.4%
Q4 2020$8,952,000
+19.5%
63,416
-0.8%
1.01%
-26.3%
Q2 2020$7,494,000
-3.5%
63,949
+2.7%
1.37%
-1.6%
Q4 2019$7,764,000
+2.8%
62,279
-1.4%
1.40%
-5.2%
Q3 2019$7,555,000
-0.5%
63,177
-4.2%
1.47%
-0.3%
Q2 2019$7,593,000
+5.8%
65,937
+0.8%
1.48%
+1.4%
Q1 2019$7,174,000
+18.5%
65,432
+5.9%
1.46%
+10.0%
Q4 2018$6,054,000
-8.1%
61,811
+3.9%
1.33%
-4.4%
Q3 2018$6,586,000
+70.9%
59,496
+56.9%
1.39%
+18.5%
Q2 2018$3,854,000
-32.1%
37,926
-32.5%
1.17%
-6.8%
Q1 2018$5,677,000
+0.5%
56,178
+1.4%
1.26%
-0.3%
Q4 2017$5,650,000
+20.6%
55,379
+12.1%
1.26%
+15.3%
Q3 2017$4,683,000
+13.0%
49,408
+10.5%
1.09%
+6.4%
Q2 2017$4,144,000
+8.4%
44,713
+5.2%
1.03%
+2.9%
Q1 2017$3,823,000
+25.1%
42,502
+18.4%
1.00%
+18.0%
Q4 2016$3,057,000
+5.1%
35,894
+3.6%
0.84%
+2.4%
Q3 2016$2,909,000
+11.8%
34,660
+10.8%
0.82%
+15.2%
Q2 2016$2,603,000
+0.3%
31,271
-2.1%
0.72%
+1.8%
Q1 2016$2,594,000
+116.5%
31,931
+107.2%
0.70%
+126.0%
Q4 2015$1,198,000
+43.0%
15,412
+35.6%
0.31%
+43.3%
Q3 2015$838,000
+9.3%
11,367
+16.4%
0.22%
+4.8%
Q2 2015$767,000
+57.5%
9,764
+61.4%
0.21%
+72.5%
Q1 2015$487,000
+91.7%
6,049
+93.2%
0.12%
+76.5%
Q4 2014$254,000
-10.9%
3,131
-15.4%
0.07%
-20.9%
Q3 2014$285,000
+77.0%
3,702
+79.0%
0.09%
+50.9%
Q2 2014$161,000
+3.9%
2,068
+0.1%
0.06%
-13.6%
Q1 2014$155,000
-0.6%
2,066
-0.1%
0.07%
-25.8%
Q4 2013$156,000
+8.3%
2,069
+0.1%
0.09%
+6.0%
Q3 2013$144,000
+182.4%
2,067
+170.2%
0.08%
+200.0%
Q2 2013$51,0007650.03%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2014
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