Capital Investment Advisory Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,606,381
+22.3%
10,338
+27.8%
0.16%
+20.8%
Q2 2023$1,313,750
+9.7%
8,088
+4.0%
0.13%
-7.8%
Q1 2023$1,197,905
+22.4%
7,778
+20.7%
0.14%
+21.6%
Q4 2022$978,493
+7.6%
6,444
-4.2%
0.12%
-1.7%
Q3 2022$909,000
-51.4%
6,726
-48.4%
0.12%
-47.8%
Q2 2022$1,870,000
-0.5%
13,033
+12.4%
0.23%
+10.2%
Q1 2022$1,880,000
-26.8%
11,595
-22.5%
0.20%
-32.6%
Q4 2021$2,569,000
+28.3%
14,957
+14.8%
0.30%
+20.2%
Q3 2021$2,002,000
+28.0%
13,032
+29.0%
0.25%
+28.4%
Q2 2021$1,564,000
+13.9%
10,101
+8.2%
0.20%
+1.5%
Q1 2021$1,373,000
-0.6%
9,335
-4.6%
0.19%
-5.4%
Q4 2020$1,381,000
+14.5%
9,785
+4.4%
0.20%
-9.7%
Q3 2020$1,206,000
+30.8%
9,372
+19.2%
0.23%
+21.4%
Q2 2020$922,000
-5.8%
7,865
-16.9%
0.19%
-21.8%
Q1 2020$979,000
-9.8%
9,465
+8.7%
0.24%
-17.6%
Q4 2019$1,085,000
+953.4%
8,705
+907.5%
0.29%
+900.0%
Q3 2019$103,000
+2.0%
8640.0%0.03%
-6.5%
Q2 2019$101,000
+2.0%
864
-4.4%
0.03%
-16.2%
Q1 2019$99,000
+3.1%
904
-7.6%
0.04%
-9.8%
Q4 2018$96,000
-57.3%
978
-55.7%
0.04%
-68.9%
Q4 2017$225,000
-52.8%
2,206
-56.2%
0.13%
-54.9%
Q3 2017$477,000
+19.5%
5,032
+17.0%
0.29%
+11.4%
Q2 2017$399,000
+35.3%
4,301
+31.2%
0.26%
+21.8%
Q1 2017$295,0003,2770.22%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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