SVA Wealth Management, LLC - 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
SVA Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2020$507,000
+6.5%
3,592
-2.8%
0.04%
-6.4%
Q3 2020$476,000
-7.0%
3,696
-15.4%
0.05%
-14.5%
Q2 2020$512,000
+15.3%
4,367
+1.7%
0.06%
+7.8%
Q1 2020$444,000
-20.9%
4,296
-4.5%
0.05%0.0%
Q4 2019$561,000
+4.3%
4,500
+0.0%
0.05%
-3.8%
Q3 2019$538,000
+1.7%
4,499
-2.1%
0.05%
+1.9%
Q2 2019$529,000
+4.5%
4,597
-0.3%
0.05%
+6.1%
Q1 2019$506,000
+2.4%
4,613
-8.6%
0.05%
-12.5%
Q4 2018$494,000
+80.3%
5,045
+103.6%
0.06%
+100.0%
Q3 2018$274,000
+10.0%
2,478
+1.3%
0.03%
+3.7%
Q2 2018$249,000
-15.9%
2,446
-21.6%
0.03%
-27.0%
Q1 2018$296,000
-10.6%
3,118
-3.8%
0.04%
-5.1%
Q4 2017$331,000
+11.8%
3,241
+3.9%
0.04%
+5.4%
Q3 2017$296,000
+4.2%
3,118
+1.6%
0.04%0.0%
Q2 2017$284,000
+4.4%
3,069
+1.5%
0.04%0.0%
Q1 2017$272,000
-13.9%
3,023
-18.6%
0.04%
-21.3%
Q4 2016$316,000
+1.6%
3,713
+0.1%
0.05%
-2.1%
Q3 2016$311,000
+11.5%
3,711
+10.8%
0.05%
+6.7%
Q2 2016$279,000
+14.8%
3,350
+12.1%
0.04%
+12.5%
Q1 2016$243,000
+12.0%
2,988
+7.0%
0.04%
+5.3%
Q4 2015$217,000
+5.3%
2,7930.0%0.04%0.0%
Q3 2015$206,000
-16.6%
2,793
-11.0%
0.04%
-15.6%
Q2 2015$247,000
+16.0%
3,138
+18.3%
0.04%
+15.4%
Q1 2015$213,000
-0.9%
2,6530.0%0.04%
-50.0%
Q4 2014$215,000
+5.4%
2,6530.0%0.08%
-10.3%
Q3 2014$204,000
-37.6%
2,653
-36.7%
0.09%
-37.9%
Q2 2014$327,000
+1.9%
4,190
-1.8%
0.14%
-7.9%
Q1 2014$321,000
-25.9%
4,268
-25.8%
0.15%
-41.1%
Q4 2013$433,0005,7490.26%
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