Kelman-Lazarov, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,091,545
-4.7%
7,025
-0.4%
0.26%
-6.2%
Q2 2023$1,145,781
+4.0%
7,054
-1.4%
0.28%
-3.8%
Q1 2023$1,101,634
+1.1%
7,153
-0.3%
0.29%
-6.5%
Q4 2022$1,089,220
+4.6%
7,173
-6.9%
0.31%
-13.6%
Q3 2022$1,041,000
-6.4%
7,703
-0.6%
0.35%
-5.9%
Q2 2022$1,112,000
-18.0%
7,749
-7.3%
0.38%
-16.6%
Q1 2022$1,356,000
-9.1%
8,360
-3.7%
0.45%
-6.0%
Q4 2021$1,491,000
+11.3%
8,684
-0.5%
0.48%
+2.3%
Q3 2021$1,340,000
-0.8%
8,726
-0.0%
0.47%
-0.6%
Q2 2021$1,351,000
+5.9%
8,729
+0.6%
0.47%
+3.7%
Q1 2021$1,276,000
-1.6%
8,675
-5.6%
0.46%
-8.6%
Q4 2020$1,297,000
+9.5%
9,187
-0.3%
0.50%
-7.4%
Q3 2020$1,185,000
+8.7%
9,212
-0.9%
0.54%
+6.5%
Q2 2020$1,090,000
+7.7%
9,299
-5.0%
0.50%
-6.8%
Q1 2020$1,012,000
-23.4%
9,791
-7.7%
0.54%
-8.9%
Q4 2019$1,322,000
+1.2%
10,608
-2.9%
0.60%
-7.6%
Q3 2019$1,306,000
+2.0%
10,920
-1.8%
0.64%
-2.0%
Q2 2019$1,281,000
+1.9%
11,120
-3.0%
0.66%
-0.9%
Q1 2019$1,257,000
+0.5%
11,466
-10.2%
0.66%
-14.8%
Q4 2018$1,251,000
-18.1%
12,770
-7.5%
0.78%
-13.0%
Q3 2018$1,528,000
-0.1%
13,807
-8.2%
0.89%
+8.9%
Q2 2018$1,529,000
-1.0%
15,044
-1.6%
0.82%
-1.2%
Q1 2018$1,545,000
-1.3%
15,285
-0.3%
0.83%
+4.0%
Q4 2017$1,565,000
+5.3%
15,335
-2.2%
0.80%
+1.9%
Q3 2017$1,486,000
-6.1%
15,672
-8.3%
0.78%
-9.7%
Q2 2017$1,583,000
+2.7%
17,084
-0.3%
0.87%
-12.5%
Q1 2017$1,541,000
-99.9%
17,134
-1.5%
0.99%
+18.7%
Q4 2016$1,481,535,000
-0.5%
17,393
-3.0%
0.84%
-0.9%
Q3 2016$1,489,514,000
-1.9%
17,933
-1.7%
0.84%
-2.8%
Q2 2016$1,519,043,000
+102816.2%
18,238
+1.2%
0.87%
+0.5%
Q1 2016$1,476,00018,0290.86%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2020
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