LAKE STREET ADVISORS GROUP, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2022$12,733
-99.3%
83,853
+679.5%
0.84%
+555.5%
Q2 2021$1,739,000
-1.9%
10,757
-10.7%
0.13%
-11.1%
Q1 2021$1,772,000
+4.2%
12,0470.0%0.14%
+2.1%
Q4 2020$1,701,000
+9.7%
12,0470.0%0.14%
-3.4%
Q3 2020$1,550,000
+9.8%
12,0470.0%0.15%
+2.1%
Q2 2020$1,412,000
+13.3%
12,0470.0%0.14%
-7.7%
Q1 2020$1,246,000
-17.0%
12,0470.0%0.16%
+4.7%
Q4 2019$1,502,000
+0.2%
12,047
-13.4%
0.15%
-8.6%
Q3 2019$1,499,000
-6.4%
13,9130.0%0.16%
-4.1%
Q2 2019$1,602,000
+5.0%
13,9130.0%0.17%
+5.6%
Q1 2019$1,525,000
+11.9%
13,9130.0%0.16%
-3.6%
Q4 2018$1,363,000
-11.5%
13,9130.0%0.17%
-2.9%
Q3 2018$1,540,000
+8.9%
13,9130.0%0.17%
+21.3%
Q2 2018$1,414,000
+0.6%
13,9130.0%0.14%
-10.8%
Q1 2018$1,406,000
-1.0%
13,9130.0%0.16%
-1.9%
Q4 2017$1,420,00013,9130.16%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2021
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders