Mosaic Family Wealth, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,023 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2021$677,000
+17.9%
3,940
+5.5%
0.18%
+10.7%
Q3 2021$574,000
-21.2%
3,735
-20.6%
0.16%
-24.3%
Q2 2021$728,000
-1.4%
4,705
-6.2%
0.21%
-1.4%
Q1 2021$738,000
-6.5%
5,017
-10.2%
0.21%
-19.3%
Q4 2020$789,000
+9.7%
5,5860.0%0.26%
-2.2%
Q3 2020$719,000
+9.8%
5,5860.0%0.27%
-0.4%
Q2 2020$655,000
+1.6%
5,586
-10.5%
0.27%
-17.1%
Q1 2020$645,000
-16.8%
6,238
+0.3%
0.33%
+4.8%
Q4 2019$775,000
+3.9%
6,220
-0.3%
0.31%
+1.3%
Q3 2019$746,000
+3.9%
6,240
+0.1%
0.31%
+2.3%
Q2 2019$718,000
+3.9%
6,231
-1.2%
0.30%
+8.3%
Q1 2019$691,000
+11.8%
6,3050.0%0.28%
+9.0%
Q4 2018$618,000
-7.5%
6,305
+0.2%
0.26%
-6.6%
Q3 2018$668,000
+4.9%
6,293
+0.4%
0.27%
+13.3%
Q2 2018$637,000
+0.6%
6,2670.0%0.24%
+3.0%
Q1 2018$633,000
-0.9%
6,267
+0.1%
0.23%
+0.9%
Q4 2017$639,000
+127.4%
6,259
+111.0%
0.23%
+112.8%
Q3 2017$281,000
+2.6%
2,967
+0.3%
0.11%
-4.4%
Q2 2017$274,000
+3.8%
2,958
+0.7%
0.11%0.0%
Q1 2017$264,000
+54.4%
2,937
+46.2%
0.11%
+44.3%
Q4 2016$171,000
+2.4%
2,009
+0.7%
0.08%
+1.3%
Q3 2016$167,000
+0.6%
1,995
+0.5%
0.08%
-2.5%
Q2 2016$166,000
+3.8%
1,986
+0.6%
0.08%
+3.9%
Q1 2016$160,000
+4.6%
1,9750.0%0.08%
+13.2%
Q4 2015$153,0001,9750.07%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2019
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders