Summit Trail Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 841 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,279,173
-7.9%
14,596
-3.8%
0.08%
-9.7%
Q2 2023$2,475,465
+15.2%
15,168
+8.7%
0.09%
+6.9%
Q1 2023$2,148,439
+308.1%
13,950
+302.4%
0.09%
+278.3%
Q4 2022$526,464
+39.3%
3,467
+23.9%
0.02%
+15.0%
Q3 2022$378,000
-6.2%
2,799
-0.2%
0.02%
-20.0%
Q2 2022$403,000
+15.5%
2,806
+30.2%
0.02%
-10.7%
Q1 2022$349,000
+1.7%
2,155
+8.0%
0.03%
+27.3%
Q4 2021$343,000
-27.5%
1,995
-40.4%
0.02%
-63.3%
Q4 2020$473,000
+4.0%
3,3500.0%0.06%
-31.8%
Q3 2020$455,000
+15.2%
3,3500.0%0.09%
+18.9%
Q2 2020$395,000
+192.6%
3,350
+165.9%
0.07%
+335.3%
Q4 2017$135,0001,2600.02%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2018
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