Strategic Wealth Partners, Ltd. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
Strategic Wealth Partners, Ltd. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2023$1,340,811
+14.4%
8,706
+12.8%
0.21%
-5.5%
Q4 2022$1,172,130
+12.3%
7,7190.0%0.22%
-1.4%
Q3 2022$1,043,300
-6.6%
7,719
-0.8%
0.22%
-8.3%
Q2 2022$1,117,000
-15.6%
7,785
-4.7%
0.24%
-6.6%
Q1 2022$1,324,000
-10.8%
8,166
-5.5%
0.26%
-8.2%
Q4 2021$1,485,000
+12.8%
8,645
+0.8%
0.28%
-27.4%
Q3 2021$1,317,000
-5.1%
8,575
-4.3%
0.39%
-14.6%
Q2 2021$1,388,000
+5.1%
8,964
-0.2%
0.45%
-14.0%
Q1 2021$1,321,000
+3.8%
8,982
-0.4%
0.53%
-1.3%
Q4 2020$1,273,000
+9.0%
9,019
-0.7%
0.53%
-9.5%
Q3 2020$1,168,000
+14.2%
9,080
+4.0%
0.59%
+11.5%
Q2 2020$1,023,000
-38.4%
8,728
-34.5%
0.53%
-38.8%
Q1 2020$1,661,000
+0.1%
13,3200.0%0.86%
+0.1%
Q4 2019$1,660,000
+5.6%
13,320
-0.0%
0.86%
+10700.0%
Q3 2019$1,572,000
-5.8%
13,325
-8.1%
0.01%
-99.0%
Q2 2019$1,669,000
-20.3%
14,499
-23.5%
0.81%
-16.1%
Q1 2019$2,093,000
-3.7%
18,942
-1.7%
0.96%
-12.4%
Q4 2018$2,174,000
-1.1%
19,279
-2.9%
1.10%
-6.4%
Q3 2018$2,199,000
-2.3%
19,864
-10.3%
1.17%
-10.1%
Q2 2018$2,250,000
-34.8%
22,143
-35.2%
1.30%
-26.8%
Q1 2018$3,453,000
-46.8%
34,176
-48.9%
1.78%
-50.6%
Q4 2017$6,496,00066,9253.60%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2022
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