Sloy Dahl & Holst, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sloy Dahl & Holst, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$4,912,708
-3.3%
31,617
+1.1%
1.07%
+15.1%
Q2 2023$5,082,105
+4.3%
31,288
-1.1%
0.93%
-15.6%
Q1 2023$4,872,564
+3.2%
31,638
+1.8%
1.10%
-33.2%
Q4 2022$4,721,405
+11.3%
31,093
-0.9%
1.65%
+84.1%
Q3 2022$4,243,000
-4.8%
31,391
+1.0%
0.90%
-15.9%
Q2 2022$4,458,000
-10.9%
31,076
+0.7%
1.06%
+28.0%
Q1 2022$5,006,000
+16.1%
30,870
+10.0%
0.83%
-9.4%
Q4 2021$4,311,0000.0%28,0650.0%0.92%0.0%
Q3 2021$4,311,000
+5.2%
28,065
+6.0%
0.92%
+66.4%
Q2 2021$4,096,000
+12.6%
26,464
+7.0%
0.55%
+6.0%
Q1 2021$3,638,000
+76.6%
24,736
+51.7%
0.52%
-47.3%
Q4 2020$2,060,000
-16.2%
16,302
-12.2%
0.99%
+5.5%
Q3 2020$2,457,000
+17.5%
18,574
+4.0%
0.94%
-5.6%
Q2 2020$2,091,000
+7.5%
17,852
-5.1%
0.99%
-33.3%
Q1 2020$1,945,000
-4.3%
18,817
+15.4%
1.48%
-21.5%
Q4 2019$2,032,00016,3021.89%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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