SIMON QUICK ADVISORS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$4,032,302
-5.9%
25,951
-1.6%
0.38%
-4.0%
Q2 2023$4,284,060
+4.2%
26,375
-1.2%
0.40%
-11.2%
Q1 2023$4,113,219
+1.3%
26,707
-0.1%
0.45%
-7.5%
Q4 2022$4,059,127
+0.6%
26,731
-10.5%
0.48%
-15.4%
Q3 2022$4,036,000
-11.1%
29,864
+1.3%
0.57%
-4.0%
Q2 2022$4,539,000
-5.0%
29,490
+0.1%
0.59%
-56.2%
Q1 2022$4,779,000
-7.4%
29,472
-1.9%
1.36%
-1.8%
Q4 2021$5,162,000
+11.9%
30,054
+0.1%
1.38%
+16.4%
Q3 2021$4,613,000
-2.2%
30,038
-1.4%
1.19%
-5.0%
Q2 2021$4,715,000
+0.5%
30,461
-4.5%
1.25%
-9.6%
Q1 2021$4,690,000
-1.0%
31,893
-4.9%
1.38%
-3.4%
Q4 2020$4,737,000
+56.6%
33,552
+42.7%
1.43%
+66.0%
Q3 2020$3,025,000
+15.4%
23,514
+5.1%
0.86%
-13.3%
Q2 2020$2,621,000
+72.5%
22,369
+52.2%
0.99%
+76.1%
Q1 2020$1,519,000
-1.1%
14,697
+19.3%
0.56%
+1.4%
Q4 2019$1,536,000
+52.4%
12,321
+46.2%
0.56%
+24.9%
Q3 2019$1,008,000
-99.9%
8,430
+14.0%
0.44%
+3.2%
Q2 2019$851,364,000
+101494.7%
7,393
-3.2%
0.43%
+23.5%
Q1 2019$838,000
+47.0%
7,641
+31.3%
0.35%
+68.6%
Q4 2018$570,000
-7.3%
5,818
+4.8%
0.21%
-16.5%
Q3 2018$615,000
+16.0%
5,553
+6.3%
0.25%
+10.2%
Q2 2018$530,000
-81.4%
5,223
-81.5%
0.22%
-81.1%
Q1 2018$2,845,000
-15.1%
28,158
-10.0%
1.19%
-20.3%
Q4 2017$3,351,000
-9.1%
31,271
-19.6%
1.50%
+11.8%
Q3 2017$3,685,000
-2.1%
38,871
-4.3%
1.34%
-37.1%
Q2 2017$3,763,000
-3.7%
40,606
-6.5%
2.12%
-8.2%
Q1 2017$3,907,000
+8.8%
43,437
+3.0%
2.32%
-13.7%
Q4 2016$3,592,00042,1662.68%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2020
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