Tower View Wealth Management LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
Tower View Wealth Management LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,961
-5.5%
19,056
-1.2%
2.08%
-2.1%
Q2 2023$3,132
-6.3%
19,282
-11.2%
2.12%
-5.5%
Q1 2023$3,343
+1.3%
21,708
-0.1%
2.25%
-2.1%
Q4 2022$3,301
-99.9%
21,736
+0.2%
2.30%
+2.9%
Q3 2022$2,931,000
-5.0%
21,688
+0.9%
2.23%
-1.6%
Q2 2022$3,085,000
-12.7%
21,501
-1.4%
2.27%
+19.2%
Q1 2022$3,535,000
+0.9%
21,799
+6.9%
1.90%
+6.6%
Q4 2021$3,502,000
+12.0%
20,392
+0.2%
1.78%
+2.8%
Q3 2021$3,127,000
-0.4%
20,356
+0.3%
1.74%
+9.1%
Q2 2021$3,140,000
+6.0%
20,287
+0.8%
1.59%
-1.9%
Q1 2021$2,961,000
+1.3%
20,132
-2.7%
1.62%
-2.4%
Q4 2020$2,922,000
+6.3%
20,701
-3.1%
1.66%
-7.2%
Q3 2020$2,748,000
+14.9%
21,360
+4.7%
1.79%
+2.3%
Q2 2020$2,391,000
+87.5%
20,407
+65.5%
1.75%
+52.1%
Q1 2020$1,275,000
-20.2%
12,331
-3.8%
1.15%
-5.0%
Q4 2019$1,598,000
+2.6%
12,820
-1.6%
1.21%
-5.8%
Q3 2019$1,557,000
+0.7%
13,023
-3.0%
1.28%
-2.6%
Q2 2019$1,546,000
+3.1%
13,422
-1.9%
1.32%
-0.9%
Q1 2019$1,500,000
+11.4%
13,686
-0.4%
1.33%
-4.3%
Q4 2018$1,346,000
-10.9%
13,743
+0.7%
1.39%
+5.3%
Q3 2018$1,511,000
+2.7%
13,653
-5.7%
1.32%
-4.8%
Q2 2018$1,471,000
+0.8%
14,479
+0.3%
1.39%
-4.8%
Q1 2018$1,459,000
-25.1%
14,439
-24.4%
1.46%
-18.7%
Q4 2017$1,947,00019,0871.79%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2020
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