Summit Global Investments - 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
Summit Global Investments ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$953
+5.0%
5,867
-0.5%
0.06%
-10.0%
Q1 2023$908
-99.9%
5,897
+5.9%
0.07%0.0%
Q2 2022$799,000
-16.2%
5,569
-5.3%
0.07%0.0%
Q1 2022$953,000
-34.5%
5,878
-30.7%
0.07%
-24.7%
Q4 2021$1,456,000
+8.3%
8,479
-3.1%
0.09%
-7.9%
Q3 2021$1,344,000
-11.8%
8,753
-11.1%
0.10%
+11.0%
Q2 2021$1,524,000
-84.2%
9,847
-85.0%
0.09%
-85.3%
Q1 2021$9,675,00065,7810.62%
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