Successful Portfolios LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$816,463
-4.0%
5,254
+0.4%
0.72%
-1.1%
Q2 2023$850,181
-36.0%
5,234
-39.3%
0.73%
-12.2%
Q1 2023$1,328,485
+7.2%
8,625
+5.7%
0.83%
+3.2%
Q4 2022$1,239,000
+25.8%
8,158
+11.9%
0.81%
+13.2%
Q3 2022$985,000
-4.6%
7,289
+1.2%
0.71%
+2.7%
Q2 2022$1,033,000
-7.4%
7,200
+4.7%
0.70%
+9.4%
Q1 2022$1,115,000
+1.8%
6,875
+7.8%
0.64%
+6.7%
Q4 2021$1,095,000
+13.1%
6,375
+1.2%
0.60%
+2.9%
Q3 2021$968,000
-5.0%
6,302
-4.3%
0.58%
-6.5%
Q2 2021$1,019,000
+5.5%
6,582
+0.2%
0.62%
-3.0%
Q1 2021$966,000
+31.4%
6,567
+26.1%
0.64%
+20.9%
Q4 2020$735,000
+9.9%
5,207
+0.1%
0.53%
-1.3%
Q3 2020$669,000
+9.1%
5,202
-0.6%
0.53%
-0.9%
Q2 2020$613,000
+40.9%
5,232
+24.2%
0.54%
+22.5%
Q1 2020$435,000
-2.0%
4,212
+18.1%
0.44%
+11.4%
Q4 2019$444,000
-10.8%
3,565
-14.3%
0.40%
-15.6%
Q3 2019$498,000
+4.2%
4,161
+0.1%
0.47%
-8.8%
Q2 2019$478,000
+3.2%
4,155
-1.6%
0.51%
+1.4%
Q1 2019$463,000
+10.8%
4,223
-0.9%
0.51%
-5.2%
Q4 2018$418,000
-19.3%
4,263
-9.0%
0.53%
-5.3%
Q3 2018$518,000
+37.4%
4,683
+26.1%
0.56%
+28.2%
Q2 2018$377,000
+0.5%
3,7130.0%0.44%
-3.3%
Q1 2018$375,000
+5.3%
3,713
+6.3%
0.46%
+2.9%
Q4 2017$356,0003,4930.44%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2021
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