Capital Planning Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,046 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2019. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2019$234,000
-16.7%
2,029
-20.9%
0.07%
-19.8%
Q1 2019$281,000
-14.1%
2,566
-23.2%
0.09%
-27.7%
Q4 2018$327,000
-26.8%
3,342
-17.3%
0.12%
-16.8%
Q3 2018$447,000
-27.2%
4,041
-33.2%
0.14%
-48.6%
Q2 2018$614,000
-15.3%
6,045
-15.8%
0.28%
+8.2%
Q1 2018$725,000
+24.4%
7,177
+25.6%
0.26%
+25.4%
Q4 2017$583,000
-46.1%
5,712
-49.9%
0.20%
-51.7%
Q3 2017$1,081,000
-10.4%
11,400
-12.5%
0.42%
-20.6%
Q2 2017$1,207,000
+13.0%
13,024
+9.6%
0.53%
+1.3%
Q1 2017$1,068,000
+11.1%
11,880
+5.3%
0.53%
+2.7%
Q4 2016$961,000
-3.0%
11,280
-4.5%
0.51%
-3.0%
Q3 2016$991,000
+17.4%
11,810
+16.4%
0.53%
+12.6%
Q2 2016$844,000
-0.6%
10,145
-2.9%
0.47%
+14.9%
Q1 2016$849,000
+1.0%
10,445
-3.5%
0.41%
-16.5%
Q4 2015$841,000
-43.2%
10,820
-46.1%
0.49%
-49.6%
Q3 2015$1,481,000
-16.5%
20,081
-11.0%
0.97%
-6.5%
Q2 2015$1,773,000
-7.0%
22,562
-4.8%
1.04%
-21.7%
Q1 2015$1,907,000
+80.2%
23,695
+81.8%
1.33%
+44.6%
Q4 2014$1,058,00013,0370.92%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2019
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