Bridgewater Wealth & Financial Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 582 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2015. The put-call ratio across all filers is 0.68 and the average weighting 1.0%.

Quarter-by-quarter ownership
Bridgewater Wealth & Financial Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2017$2,362,000
+5.7%
25,492
+2.6%
0.79%
-3.8%
Q1 2017$2,235,000
+1.3%
24,850
-4.1%
0.82%
-1.9%
Q4 2016$2,206,000
-22.6%
25,903
-23.7%
0.83%
-20.6%
Q3 2016$2,849,000
+0.5%
33,939
-0.4%
1.05%
+2.6%
Q2 2016$2,836,000
-1.3%
34,073
-3.6%
1.02%
-2.0%
Q1 2016$2,873,000
+689.3%
35,360
+656.0%
1.04%
+640.4%
Q4 2015$364,000
+5.5%
4,6770.0%0.14%
-1.4%
Q3 2015$345,000
+40.8%
4,677
+50.0%
0.14%
+37.5%
Q2 2015$245,000
-2.4%
3,1180.0%0.10%
-2.8%
Q1 2015$251,000
-0.8%
3,1180.0%0.11%
+3.9%
Q4 2014$253,0003,1180.10%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2015
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