Carmichael Hill & Associates, Inc. - 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
Carmichael Hill & Associates, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,377,595
+3.6%
15,302
+8.3%
1.09%
+6.6%
Q2 2023$2,295,864
+11.4%
14,134
+5.6%
1.03%
+3.2%
Q1 2023$2,061,036
+0.5%
13,382
-0.9%
0.99%
-5.4%
Q4 2022$2,050,315
+12.0%
13,502
-0.3%
1.05%
+6.7%
Q3 2022$1,830,000
-5.9%
13,539
-0.1%
0.98%
-3.5%
Q2 2022$1,944,000
-13.4%
13,550
-2.1%
1.02%
-1.2%
Q1 2022$2,244,000
-3.8%
13,838
+1.9%
1.03%
-1.2%
Q4 2021$2,332,000
+10.4%
13,579
-1.3%
1.05%
-0.3%
Q3 2021$2,113,000
-0.8%
13,759
-0.1%
1.05%
-3.0%
Q2 2021$2,131,000
+5.4%
13,768
+0.2%
1.08%
-2.8%
Q1 2021$2,021,000
+4.0%
13,740
-0.2%
1.11%
-2.8%
Q4 2020$1,944,000
+10.0%
13,772
+0.3%
1.14%
-2.6%
Q3 2020$1,767,000
+5.8%
13,736
-3.6%
1.18%
-4.2%
Q2 2020$1,670,000
+11.2%
14,251
-1.9%
1.23%
-6.7%
Q1 2020$1,502,000
-15.5%
14,527
+1.8%
1.32%
+4.2%
Q4 2019$1,778,000
+0.5%
14,264
-3.6%
1.26%
-27.8%
Q3 2019$1,770,000
+0.6%
14,800
-3.1%
1.75%
+0.2%
Q2 2019$1,759,000
+5.1%
15,273
+0.1%
1.74%
+0.8%
Q1 2019$1,673,000
+10.2%
15,260
-1.5%
1.73%
+0.1%
Q4 2018$1,518,000
-11.9%
15,500
-0.4%
1.73%
+4.0%
Q3 2018$1,723,000
+8.7%
15,565
-0.2%
1.66%
-2.3%
Q2 2018$1,585,000
+0.6%
15,593
+0.0%
1.70%
-1.0%
Q1 2018$1,575,000
-2.4%
15,589
-1.5%
1.72%
-2.7%
Q4 2017$1,614,00015,8211.77%
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