BDO Wealth Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$2,173,237
-40.3%
13,380
-43.4%
0.25%
-44.2%
Q1 2023$3,639,613
-30.7%
23,632
-31.7%
0.45%
-31.7%
Q4 2022$5,254,786
+15.8%
34,605
+3.1%
0.65%
+8.3%
Q3 2022$4,536,000
+52.1%
33,562
+61.5%
0.60%
+64.3%
Q2 2022$2,982,000
-55.5%
20,782
-49.7%
0.37%
-48.7%
Q1 2022$6,705,000
+29.0%
41,351
+36.7%
0.72%
+30.2%
Q4 2021$5,196,000
+3.3%
30,252
-7.6%
0.55%
-0.7%
Q3 2021$5,029,000
+30.7%
32,739
+31.7%
0.55%
+30.0%
Q2 2021$3,848,000
-29.2%
24,858
-32.8%
0.43%
-33.5%
Q1 2021$5,438,000
+77.0%
36,975
+69.9%
0.64%
+48.4%
Q4 2020$3,072,000
-25.5%
21,758
-32.1%
0.43%
-35.6%
Q3 2020$4,123,000
+44.1%
32,048
+31.2%
0.67%
+33.4%
Q2 2020$2,862,000
+10.0%
24,422
-3.0%
0.50%
-4.4%
Q1 2020$2,602,000
-16.7%
25,165
+0.4%
0.53%
-34.7%
Q4 2019$3,125,000
-24.6%
25,066
-27.6%
0.81%
-24.0%
Q3 2019$4,143,000
+9.9%
34,644
+5.8%
1.06%
+3.3%
Q2 2019$3,770,000
+50.0%
32,737
+42.8%
1.03%
+40.7%
Q1 2019$2,513,000
+50.2%
22,923
+34.2%
0.73%
+26.7%
Q4 2018$1,673,000
-38.7%
17,082
-30.7%
0.58%
-34.7%
Q3 2018$2,730,000
+32.2%
24,657
+21.4%
0.88%
+25.5%
Q2 2018$2,065,000
+18.9%
20,316
+18.2%
0.70%
+7.8%
Q1 2018$1,737,000
+27.7%
17,188
+28.9%
0.65%
+6.7%
Q4 2017$1,360,000
+0.3%
13,330
-6.8%
0.61%
-9.1%
Q3 2017$1,356,000
-22.9%
14,303
-24.6%
0.67%
-12.4%
Q2 2017$1,758,00018,9750.77%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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