Moloney Securities Asset Management, 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
Moloney Securities Asset Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,219,780
-2.5%
14,286
+1.9%
0.40%
-0.7%
Q2 2023$2,277,455
+32.4%
14,021
+25.5%
0.40%
+25.9%
Q1 2023$1,720,161
+43.5%
11,169
+41.5%
0.32%
+20.8%
Q4 2022$1,198,886
+34.4%
7,895
+19.7%
0.26%
+22.7%
Q3 2022$892,000
+6.6%
6,598
+13.1%
0.22%
+10.2%
Q2 2022$837,000
-12.0%
5,836
-0.5%
0.20%
+5.9%
Q1 2022$951,000
-2.2%
5,864
+3.6%
0.18%
+12.1%
Q4 2021$972,000
+11.2%
5,662
-0.5%
0.16%
+3.8%
Q3 2021$874,000
+4.7%
5,693
+5.5%
0.16%
+4.6%
Q2 2021$835,000
+6.2%
5,394
+0.9%
0.15%
-1.9%
Q1 2021$786,000
+1.9%
5,344
-2.2%
0.16%
-9.4%
Q4 2020$771,000
+13.4%
5,465
+3.3%
0.17%
-4.5%
Q3 2020$680,000
+9.3%
5,288
-0.3%
0.18%
-1.1%
Q2 2020$622,000
+7.8%
5,305
-5.0%
0.18%
-12.6%
Q1 2020$577,000
-20.0%
5,585
-3.4%
0.21%
-7.2%
Q4 2019$721,000
+7.5%
5,781
+3.0%
0.22%
-0.4%
Q3 2019$671,000
+6.3%
5,612
+2.5%
0.22%
+6.2%
Q2 2019$631,000
+5.5%
5,476
+0.4%
0.21%
+1.9%
Q1 2019$598,000
+17.5%
5,453
+4.9%
0.21%
-0.5%
Q4 2018$509,000
-27.1%
5,199
-17.5%
0.21%
-14.0%
Q3 2018$698,000
+19.9%
6,305
+10.1%
0.24%
+9.5%
Q2 2018$582,000
+0.5%
5,7280.0%0.22%
-5.6%
Q1 2018$579,000
-0.3%
5,728
+0.6%
0.23%
-4.1%
Q4 2017$581,000
+83.9%
5,692
+70.9%
0.24%
+73.0%
Q3 2017$316,000
-5.1%
3,331
-7.4%
0.14%
-15.1%
Q2 2017$333,000
+3.1%
3,596
+0.3%
0.17%
-0.6%
Q1 2017$323,000
+13.7%
3,587
+7.7%
0.17%
-2.3%
Q4 2016$284,0003,3300.17%
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