Measured Wealth Private Client Group, 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
Measured Wealth Private Client Group, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$283,413
-4.3%
1,8240.0%0.11%
+0.9%
Q2 2023$296,272
+5.5%
1,8240.0%0.11%
+4.6%
Q1 2023$280,914
+1.4%
1,8240.0%0.11%
-5.3%
Q4 2022$276,974
-21.5%
1,824
-30.2%
0.11%
-26.9%
Q3 2022$353,000
-5.9%
2,6130.0%0.16%
-6.0%
Q2 2022$375,000
-10.9%
2,613
+0.6%
0.17%
+7.1%
Q1 2022$421,000
-5.6%
2,5970.0%0.16%
-1.9%
Q4 2021$446,000
+11.8%
2,5970.0%0.16%
+2.6%
Q3 2021$399,000
-0.7%
2,5970.0%0.15%
+20.3%
Q2 2021$402,000
+4.4%
2,597
-0.8%
0.13%
-6.6%
Q1 2021$385,000
+4.3%
2,6170.0%0.14%
-11.0%
Q4 2020$369,000
+9.5%
2,6170.0%0.15%
-5.5%
Q3 2020$337,000
+12.7%
2,617
+2.7%
0.16%
-6.3%
Q2 2020$299,000
+13.3%
2,5490.0%0.17%
-15.5%
Q1 2020$264,000
-18.3%
2,549
-1.5%
0.21%
-4.2%
Q4 2019$323,000
+1.9%
2,589
-2.4%
0.22%
+4.9%
Q3 2019$317,000
-24.9%
2,654
-27.6%
0.20%
-16.0%
Q2 2019$422,000
-1.6%
3,667
-6.2%
0.24%
-7.6%
Q1 2019$429,000
+12.0%
3,909
+0.1%
0.26%
-23.9%
Q4 2018$383,000
-11.5%
3,907
-0.2%
0.35%
+33.5%
Q3 2018$433,000
+8.0%
3,914
-0.9%
0.26%
-20.2%
Q2 2018$401,000
-27.2%
3,949
-32.1%
0.33%
-56.7%
Q3 2017$551,0005,8150.75%
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