Patriot Financial Group Insurance Agency, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,795,880
-1.6%
18,650
+2.8%
0.58%
+8.0%
Q2 2023$2,840,786
+5.0%
18,145
-0.4%
0.54%
-2.4%
Q1 2023$2,704,341
-2.3%
18,215
-3.6%
0.55%
+47.3%
Q4 2022$2,769,164
-0.7%
18,892
-8.4%
0.37%
-45.2%
Q3 2022$2,788,000
-7.3%
20,624
-1.6%
0.68%
+11.3%
Q2 2022$3,007,000
-11.9%
20,958
-0.4%
0.61%
+0.3%
Q1 2022$3,413,000
-4.3%
21,045
+1.3%
0.61%
+2.5%
Q4 2021$3,567,000
+10.7%
20,769
-1.0%
0.59%
+3.9%
Q3 2021$3,222,000
-66.2%
20,974
-66.0%
0.57%
-67.2%
Q2 2021$9,542,000
-18.3%
61,645
-22.3%
1.74%
-34.9%
Q1 2021$11,676,000
+5.1%
79,385
+0.9%
2.68%
-3.9%
Q4 2020$11,111,000
+11.3%
78,710
+1.5%
2.78%
-14.2%
Q3 2020$9,982,000
+9.7%
77,580
-0.1%
3.25%
-6.7%
Q2 2020$9,100,000
+9.7%
77,662
-3.2%
3.48%
-8.2%
Q1 2020$8,299,000
-14.3%
80,267
+3.4%
3.79%
+4.4%
Q4 2019$9,679,000
+3.0%
77,647
-1.2%
3.63%
-14.1%
Q3 2019$9,397,000
+80.8%
78,583
+75.8%
4.22%
+88.4%
Q2 2019$5,197,000
-4.0%
44,695
-9.5%
2.24%
-19.3%
Q1 2019$5,415,000
+34.3%
49,390
+20.0%
2.78%
+4.7%
Q4 2018$4,032,000
+23.7%
41,167
+39.8%
2.65%
+36.3%
Q3 2018$3,260,000
+2.9%
29,452
-5.5%
1.95%
-42.5%
Q2 2018$3,167,000
+5.0%
31,163
+2.1%
3.39%
+51.7%
Q1 2018$3,016,000
+0.5%
30,534
+5.9%
2.23%
-0.6%
Q4 2017$3,002,000
+6.7%
28,827
-2.4%
2.25%
-10.7%
Q3 2017$2,814,000
+12.4%
29,539
+9.3%
2.51%
-3.6%
Q2 2017$2,503,000
+3.0%
27,025
-0.7%
2.61%
+1.8%
Q1 2017$2,430,000
+22.0%
27,206
+17.9%
2.56%
-5.9%
Q4 2016$1,991,00023,0842.72%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
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