Belpointe Asset Management LLC - 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
Belpointe Asset Management LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,273,208
-11.3%
14,629
-7.3%
0.24%
-13.3%
Q2 2023$2,562,555
-23.7%
15,776
-27.6%
0.27%
+49.7%
Q1 2023$3,357,093
-13.5%
21,798
-14.7%
0.18%
-22.6%
Q4 2022$3,879,985
-30.7%
25,551
-38.3%
0.23%
-38.1%
Q3 2022$5,595,000
-1.6%
41,394
+4.5%
0.38%
-0.8%
Q2 2022$5,684,000
+119.5%
39,619
+148.1%
0.38%
+142.7%
Q1 2022$2,589,000
-12.7%
15,971
-7.5%
0.16%
-15.1%
Q4 2021$2,966,000
+16.8%
17,270
+4.5%
0.18%
+6.9%
Q3 2021$2,540,000
-5.4%
16,530
-4.7%
0.17%
-10.4%
Q2 2021$2,685,000
+5.2%
17,347
-0.0%
0.19%
-11.5%
Q1 2021$2,552,000
+18.0%
17,354
+13.2%
0.22%
+12.4%
Q4 2020$2,163,000
-39.0%
15,332
-50.0%
0.19%
-19.5%
Q3 2020$3,544,000
+108.6%
30,673
+111.5%
0.24%
+9.5%
Q2 2020$1,699,000
+2.8%
14,503
-9.2%
0.22%
-23.9%
Q1 2020$1,652,000
-64.8%
15,976
-57.6%
0.29%
-51.5%
Q4 2019$4,693,000
+188.3%
37,644
+176.4%
0.60%
+126.6%
Q3 2019$1,628,000
+2.5%
13,618
-1.2%
0.26%
-15.7%
Q2 2019$1,588,000
-6.4%
13,789
-10.9%
0.31%
-5.7%
Q1 2019$1,696,000
+59.5%
15,470
+42.5%
0.33%
+23.0%
Q4 2018$1,063,000
-36.9%
10,856
-28.7%
0.27%
+1.1%
Q3 2018$1,685,000
+66.0%
15,223
+52.4%
0.27%
-6.3%
Q2 2018$1,015,000
-1.4%
9,989
-1.9%
0.28%
-5.3%
Q1 2018$1,029,000
-39.7%
10,184
-39.1%
0.30%
-19.8%
Q4 2017$1,707,000
-5.3%
16,731
-12.0%
0.37%
-11.4%
Q3 2017$1,802,00019,0070.42%
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