IFG Advisory, 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 Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$8,069,592
-3.1%
51,934
+1.3%
0.68%
-8.1%
Q2 2023$8,330,579
+19.8%
51,287
+13.6%
0.74%
+13.7%
Q1 2023$6,954,614
+97426.5%
45,157
-3.9%
0.65%
-8.5%
Q4 2022$7,131
-99.9%
46,967
-1.0%
0.71%
+21.8%
Q3 2022$6,415,000
-6.5%
47,463
-0.7%
0.58%
-19.9%
Q2 2022$6,859,000
-15.6%
47,809
-4.6%
0.73%
-11.2%
Q1 2022$8,123,000
-11.8%
50,094
-6.6%
0.82%
-8.7%
Q4 2021$9,212,000
+16.8%
53,641
+4.4%
0.90%
+5.6%
Q3 2021$7,889,000
-0.2%
51,363
+0.6%
0.85%
-3.3%
Q2 2021$7,902,000
+54.5%
51,053
+46.8%
0.88%
+38.0%
Q1 2021$5,114,000
+7.5%
34,776
+3.2%
0.64%
-3.2%
Q4 2020$4,755,000
+51.5%
33,684
+38.1%
0.66%
+29.5%
Q3 2020$3,138,000
+6.3%
24,395
-3.2%
0.51%
-4.5%
Q2 2020$2,952,000
+17.0%
25,196
+3.2%
0.53%
-5.5%
Q1 2020$2,524,000
-12.7%
24,419
+5.2%
0.56%
+6.6%
Q4 2019$2,892,000
+12.7%
23,202
+8.1%
0.53%
+6.0%
Q3 2019$2,567,000
-3.4%
21,472
-6.9%
0.50%
+5.7%
Q2 2019$2,656,000
+11.6%
23,064
+6.3%
0.47%
+3.5%
Q1 2019$2,379,000
+20.8%
21,702
+8.0%
0.46%
-1.9%
Q4 2018$1,969,000
-1.6%
20,103
+11.2%
0.46%
+23.4%
Q3 2018$2,001,000
+23.7%
18,078
+13.5%
0.38%
+12.9%
Q2 2018$1,618,000
+3.7%
15,927
+3.1%
0.33%
-4.0%
Q1 2018$1,560,000
+7.6%
15,447
+8.6%
0.35%
+6.1%
Q4 2017$1,450,00014,2200.33%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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