YorkBridge Wealth Partners, 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
YorkBridge Wealth Partners, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2022$3,094,572
+14.5%
20,378
+1.9%
0.78%
+12.6%
Q3 2022$2,702,000
-2.2%
19,993
+3.8%
0.70%
-3.5%
Q2 2022$2,763,000
-9.9%
19,261
+1.8%
0.72%
+7.3%
Q1 2022$3,068,000
-3.9%
18,920
+1.8%
0.67%
-5.9%
Q4 2021$3,192,000
+17.8%
18,586
+5.4%
0.72%
+4.8%
Q3 2021$2,709,000
+0.5%
17,636
+1.3%
0.68%
-3.1%
Q2 2021$2,696,000
+3.3%
17,416
-1.8%
0.70%
-8.7%
Q1 2021$2,609,000
-1.7%
17,740
-5.7%
0.77%
-13.3%
Q4 2020$2,655,000
+8.6%
18,810
-1.0%
0.89%
-13.4%
Q3 2020$2,445,000
+8.2%
19,000
-1.4%
1.03%
-0.6%
Q2 2020$2,259,000
+6.1%
19,279
-6.4%
1.03%
-21.1%
Q1 2020$2,129,000
-15.8%
20,595
+1.5%
1.31%
+12.8%
Q4 2019$2,530,000
+13.8%
20,294
+9.1%
1.16%
+3.5%
Q3 2019$2,224,000
+3.8%
18,601
+0.0%
1.12%
+17.8%
Q2 2019$2,142,000
+5.1%
18,6000.0%0.95%
+1.3%
Q1 2019$2,039,000
+20.4%
18,600
+7.6%
0.94%
+4.9%
Q4 2018$1,693,000
-7.6%
17,285
+4.8%
0.90%
+6.8%
Q3 2018$1,832,000
+8.6%
16,500
-0.6%
0.84%
+13.4%
Q2 2018$1,687,000
-0.1%
16,600
-0.6%
0.74%
-4.8%
Q1 2018$1,688,000
-0.8%
16,700
-1.2%
0.78%
-5.5%
Q4 2017$1,702,000
+15.3%
16,905
+8.6%
0.82%
+7.3%
Q3 2017$1,476,000
+6.0%
15,570
+3.9%
0.77%
+3.7%
Q2 2017$1,392,000
+1.8%
14,9850.0%0.74%
+3.4%
Q1 2017$1,367,000
+11.8%
14,985
+4.5%
0.72%
-1.0%
Q4 2016$1,223,00014,3350.72%
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