Cascade Investment Advisors, Inc. - VANGUARD SPECIALIZED FUNDS ownership

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VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

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Quarter-by-quarter ownership
Cascade Investment Advisors, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2023$26,952
-99.9%
1750.0%0.02%
+5.0%
Q2 2022$25,107,000
-11.5%
1750.0%0.02%
+17.6%
Q1 2022$28,378,000
-5.6%
1750.0%0.02%
-5.6%
Q4 2021$30,056,000
+11.8%
1750.0%0.02%0.0%
Q3 2021$26,880,000
-0.8%
1750.0%0.02%
+5.9%
Q2 2021$27,088,000
+5.2%
1750.0%0.02%0.0%
Q1 2021$25,739,000
-8.8%
175
-12.5%
0.02%
-19.0%
Q4 2020$28,234,000
+9.7%
2000.0%0.02%
-4.5%
Q3 2020$25,732,000
+9.8%
2000.0%0.02%0.0%
Q2 2020$23,436,000
+13.3%
2000.0%0.02%
-4.3%
Q1 2020$20,678,000
-17.1%
2000.0%0.02%
+21.1%
Q4 2019$24,932,000
+4.2%
2000.0%0.02%
+5.6%
Q3 2019$23,916,000
+3.8%
2000.0%0.02%
-10.0%
Q2 2019$23,032,000
+5.0%
2000.0%0.02%0.0%
Q1 2019$21,928,000
+11.9%
2000.0%0.02%0.0%
Q4 2018$19,590,000
-11.5%
2000.0%0.02%
+5.3%
Q3 2018$22,140,000–200–0.02%–
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Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
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