Gerber Kawasaki Wealth & Investment Management - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
Gerber Kawasaki Wealth & Investment Management ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,322,033
-11.8%
8,508
-7.8%
0.09%
-10.9%
Q2 2023$1,498,474
+23.8%
9,225
+17.4%
0.10%
+5.2%
Q1 2023$1,210,441
-2.2%
7,859
-3.5%
0.10%
-12.7%
Q4 2022$1,237,090
+13.3%
8,147
+0.8%
0.11%
+7.8%
Q3 2022$1,092,000
+7.1%
8,082
+13.7%
0.10%
+5.2%
Q2 2022$1,020,000
-4.4%
7,111
+8.0%
0.10%
+11.5%
Q1 2022$1,067,000
+5.7%
6,585
+12.0%
0.09%
+8.8%
Q4 2021$1,009,000
+4.9%
5,878
-6.2%
0.08%
-35.5%
Q3 2021$962,000
+0.6%
6,265
+1.4%
0.12%
+26.5%
Q2 2021$956,000
+14.9%
6,177
+9.1%
0.10%
-2.0%
Q1 2021$832,000
+19.5%
5,661
+14.8%
0.10%
+4.2%
Q4 2020$696,000
+28.9%
4,930
+7.0%
0.10%
-20.0%
Q2 2020$540,000
-15.0%
4,609
-25.0%
0.12%
-33.3%
Q1 2020$635,000
-1.1%
6,148
+19.3%
0.18%
+11.1%
Q4 2019$642,000
+6.3%
5,155
+2.1%
0.16%
-6.4%
Q3 2019$604,000
+55.7%
5,051
+49.6%
0.17%
+53.1%
Q2 2019$388,000
+42.1%
3,376
+35.2%
0.11%
+39.5%
Q1 2019$273,000
+10.1%
2,497
-1.7%
0.08%
-6.9%
Q4 2018$248,000
-10.8%
2,539
+1.3%
0.09%
+16.0%
Q3 2018$278,0002,5060.08%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
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