Elmwood Wealth Management, Inc. - 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
Elmwood Wealth Management, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,498,963
-5.9%
16,083
-1.6%
1.20%
-2.6%
Q2 2023$2,654,579
-1.2%
16,343
-6.3%
1.24%
-2.5%
Q1 2023$2,686,383
-7.6%
17,443
-8.9%
1.27%
-12.5%
Q4 2022$2,905,940
+12.8%
19,137
+0.4%
1.45%
+12.8%
Q3 2022$2,577,000
-6.7%
19,064
-1.0%
1.29%
-18.1%
Q2 2022$2,762,000
-10.0%
19,249
+1.7%
1.57%
-0.1%
Q1 2022$3,068,000
+0.5%
18,919
+6.4%
1.57%
+8.0%
Q4 2021$3,053,000
+10.3%
17,774
-0.6%
1.46%
-0.1%
Q2 2021$2,767,000
+5.2%
17,8790.0%1.46%
-9.1%
Q1 2021$2,630,000
+26.2%
17,879
+0.5%
1.60%
-5.1%
Q3 2020$2,084,0000.0%17,7840.0%1.69%0.0%
Q2 2020$2,084,000
-99.9%
17,784
-34.6%
1.69%
-35.7%
Q1 2020$2,748,349,000
+118670.5%
27,198
+46.6%
2.63%
+30.4%
Q4 2019$2,314,000
+5.1%
18,558
+0.8%
2.02%
-9.4%
Q3 2019$2,201,000
+4.4%
18,408
+0.6%
2.23%
+19.4%
Q2 2019$2,108,000
-2.3%
18,304
-7.0%
1.86%
-6.5%
Q1 2019$2,157,000
-18.9%
19,674
-27.6%
1.99%
-22.5%
Q4 2018$2,661,000
-99.9%
27,168
+3.4%
2.57%
+6.5%
Q3 2018$2,907,858,000
+5.6%
26,268
-3.1%
2.41%
-3.7%
Q2 2018$2,754,197,000
+0.2%
27,102
-0.4%
2.50%
-4.7%
Q1 2018$2,748,349,00027,1982.63%
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