Independent Advisor Alliance - 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
Independent Advisor Alliance ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$895,529
-21.5%
5,763
-17.9%
0.04%
-18.0%
Q2 2023$1,140,463
-14.6%
7,021
-19.0%
0.05%
-21.9%
Q1 2023$1,335,535
-21.1%
8,672
-22.2%
0.06%
-89.0%
Q4 2022$1,692,898
+40.3%
11,148
+24.8%
0.58%
+731.4%
Q3 2022$1,207,000
+126.5%
8,934
+140.3%
0.07%
+133.3%
Q2 2022$533,000
-13.9%
3,718
-2.7%
0.03%0.0%
Q1 2022$619,000
-5.6%
3,8200.0%0.03%
-6.2%
Q4 2021$656,000
+11.8%
3,8200.0%0.03%
-3.0%
Q3 2021$587,000
+21.8%
3,820
+22.6%
0.03%
+26.9%
Q2 2021$482,000
+2.3%
3,116
-2.7%
0.03%
-7.1%
Q1 2021$471,000
-2.5%
3,204
-6.4%
0.03%
-15.2%
Q4 2020$483,000
+10.5%
3,4220.0%0.03%0.0%
Q3 2020$437,000
+0.2%
3,422
-2.5%
0.03%
-29.8%
Q2 2020$436,000
+11.2%
3,510
-7.3%
0.05%
-17.5%
Q1 2020$392,000
-98.6%
3,788
-98.3%
0.06%
-95.3%
Q4 2019$27,568,000
+6252.1%
221,144
+6039.5%
1.20%
+2169.8%
Q3 2019$434,000
+19.9%
3,602
+4.2%
0.05%
-17.2%
Q4 2018$362,000
-91.5%
3,457
-92.8%
0.06%
-90.5%
Q1 2017$4,267,00047,7840.68%
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