LYELL WEALTH MANAGEMENT, LP - 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
LYELL WEALTH MANAGEMENT, LP ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2021$232,000
-25.9%
1,501
-32.4%
0.03%
-42.0%
Q4 2020$313,000
+9.1%
2,2210.0%0.05%
-7.4%
Q3 2020$287,000
-17.5%
2,221
-24.9%
0.05%
-28.9%
Q2 2020$348,000
+12.3%
2,956
-1.4%
0.08%
-18.3%
Q1 2020$310,000
-16.7%
2,999
+0.6%
0.09%
-6.1%
Q4 2019$372,000
+5.7%
2,981
+1.2%
0.10%
-6.6%
Q3 2019$352,000
-12.7%
2,946
-15.7%
0.11%
-12.4%
Q2 2019$403,000
-7.8%
3,496
-12.0%
0.12%
-17.1%
Q1 2019$437,0003,9720.15%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2019
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