MPS Loria Financial Planners, LLC - 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
MPS Loria Financial Planners, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,036,269
-5.5%
6,667
-1.2%
0.41%
-1.5%
Q2 2023$1,096,070
+4.8%
6,746
-0.7%
0.41%
-2.6%
Q1 2023$1,046,160
-0.8%
6,793
-2.1%
0.42%
-9.6%
Q4 2022$1,054,186
+9.8%
6,942
-2.2%
0.47%
+25.5%
Q3 2022$960,000
-7.7%
7,100
-2.1%
0.37%
-20.5%
Q2 2022$1,040,000
-15.7%
7,253
-4.7%
0.47%
-9.5%
Q1 2022$1,233,000
-5.4%
7,608
+0.1%
0.52%
-2.6%
Q4 2021$1,304,000
+11.9%
7,597
+0.2%
0.53%
-0.4%
Q3 2021$1,165,000
-7.5%
7,585
-6.8%
0.53%
-8.1%
Q2 2021$1,260,000
+4.0%
8,137
-1.3%
0.58%
+3.0%
Q1 2021$1,212,000
-13.7%
8,243
-18.3%
0.56%
-10.6%
Q4 2020$1,404,000
+7.9%
10,084
-0.3%
0.63%
-6.2%
Q3 2020$1,301,000
+4.5%
10,113
-4.8%
0.67%
+0.9%
Q2 2020$1,245,000
-9.6%
10,622
-20.3%
0.67%
-37.0%
Q1 2020$1,377,000
-22.8%
13,323
-6.9%
1.06%
+0.6%
Q4 2019$1,784,000
+4.3%
14,312
+0.0%
1.05%
-5.3%
Q3 2019$1,710,000
-1.9%
14,305
-5.5%
1.11%
-0.3%
Q2 2019$1,743,000
+5.4%
15,136
+0.4%
1.11%
+1.5%
Q1 2019$1,654,000
+12.0%
15,082
-0.0%
1.10%
+3.5%
Q4 2018$1,477,000
-12.3%
15,085
-1.3%
1.06%
+0.6%
Q3 2018$1,685,000
+7.3%
15,276
-1.1%
1.05%
-33.3%
Q2 2018$1,570,000
-1.5%
15,447
-2.1%
1.58%
+40.8%
Q1 2018$1,594,000
-11.5%
15,778
-10.6%
1.12%
-8.7%
Q4 2017$1,801,000
+3.0%
17,656
-4.2%
1.23%
-1.6%
Q3 2017$1,748,000
+0.2%
18,438
-1.3%
1.25%
+7.0%
Q2 2017$1,744,00018,6781.17%
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