INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,020 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$105,192
-4.3%
6770.0%0.02%
-5.6%
Q2 2023$109,965
+0.4%
677
-4.8%
0.02%0.0%
Q1 2023$109,501
+6.5%
711
+5.0%
0.02%
+5.9%
Q4 2022$102,802
+11.7%
6770.0%0.02%
+6.2%
Q3 2022$92,000
-5.2%
6770.0%0.02%
-5.9%
Q2 2022$97,000
-11.8%
6770.0%0.02%0.0%
Q1 2022$110,000
-5.2%
6770.0%0.02%
-5.6%
Q4 2021$116,000
+11.5%
6770.0%0.02%
+5.9%
Q3 2021$104,000
-9.6%
677
-8.5%
0.02%
-10.5%
Q2 2021$115,000
+5.5%
7400.0%0.02%
-9.5%
Q1 2021$109,000
+5350.0%
740
+5185.7%
0.02%
Q3 2019$2,0000.0%140.0%0.00%
Q2 2019$2,0000.0%140.0%0.00%
Q1 2019$2,000
-99.0%
14
-99.3%
0.00%
-100.0%
Q4 2018$207,000
-10.4%
2,115
+1.5%
0.05%0.0%
Q3 2018$231,000
+9.5%
2,084
+0.5%
0.05%
+4.5%
Q2 2018$211,000
+1.0%
2,0730.0%0.04%0.0%
Q1 2018$209,000
-0.9%
2,073
+0.4%
0.04%
+10.0%
Q4 2017$211,0002,0640.04%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2019
NameSharesValueWeighting ↓
Mercer Investments LLC 98,453$15,240,00034.40%
Hubbell Strickland Wealth Management, LLC 349,811$54,147,00032.57%
Paragon Capital Management Ltd 404,080$62,548,00029.17%
Mosaic Advisors LLC 287,602$44,518,00029.02%
360 Financial, Inc. 323,382$50,056,00026.01%
ECLECTIC ASSOCIATES INC /ADV 178,309$27,600,00020.73%
Berkshire Money Management, Inc. 655,925$101,531,00016.34%
Wechter Feldman Wealth Management, Inc. 149,759$23,181,00016.22%
McCarthy Asset Management, Inc. 141,130$21,846,00015.54%
Trek Financial, LLC 865,680$133,999,00014.41%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders