Lido Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$14,368,689
+12.6%
92,475
+17.8%
0.11%
+19.8%
Q2 2023$12,755,168
+97.2%
78,527
+87.0%
0.09%
+44.4%
Q1 2023$6,468,488
+138.0%
42,000
+134.6%
0.06%
+90.9%
Q4 2022$2,718,093
+13.8%
17,899
+1.2%
0.03%
+10.0%
Q3 2022$2,389,000
+20.6%
17,684
+28.1%
0.03%
+15.4%
Q2 2022$1,981,000
-19.7%
13,807
-9.3%
0.03%
-3.7%
Q1 2022$2,467,000
+16.4%
15,219
+23.4%
0.03%
+17.4%
Q4 2021$2,119,000
+18.4%
12,338
+5.9%
0.02%
-8.0%
Q3 2021$1,790,000
+7.5%
11,655
+8.3%
0.02%
+8.7%
Q2 2021$1,665,000
+5.2%
10,759
-0.0%
0.02%
-14.8%
Q1 2021$1,583,000
-51.9%
10,764
-53.8%
0.03%
-60.9%
Q4 2020$3,288,000
+181.7%
23,297
+158.1%
0.07%
+130.0%
Q3 2020$1,167,000
-79.0%
9,028
-80.9%
0.03%
-82.1%
Q2 2020$5,556,000
-2.4%
47,168
-14.3%
0.17%
-30.6%
Q1 2020$5,690,000
-30.5%
55,031
-16.2%
0.24%
-25.8%
Q4 2019$8,191,000
-2.9%
65,707
-6.8%
0.33%
-23.7%
Q3 2019$8,432,000
-4.3%
70,511
-7.9%
0.43%
-15.3%
Q2 2019$8,812,000
-11.8%
76,519
-15.7%
0.50%
-22.3%
Q1 2019$9,993,000
+79.7%
90,719
+59.8%
0.65%
+18.2%
Q4 2018$5,560,000
+823.6%
56,769
+948.2%
0.55%
+830.5%
Q3 2018$602,000
+174.9%
5,416
+150.9%
0.06%
+136.0%
Q2 2018$219,000
-43.3%
2,159
-43.6%
0.02%
-52.8%
Q1 2018$386,000
+6.9%
3,826
+8.1%
0.05%
+3.9%
Q4 2017$361,000
+9.7%
3,539
+4.1%
0.05%
-3.8%
Q3 2017$329,0003,4000.05%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2022
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