Foundations Investment Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,940,172
+4.1%
12,487
+8.8%
0.06%
-3.2%
Q2 2023$1,864,135
-28.9%
11,477
-32.5%
0.06%
-34.0%
Q1 2023$2,620,306
-33.5%
17,014
-34.4%
0.09%
-40.1%
Q4 2022$3,940,520
+11.0%
25,950
-1.2%
0.16%
+1.3%
Q3 2022$3,551,000
-6.2%
26,274
+0.6%
0.16%
-1.9%
Q2 2022$3,784,000
+1660.0%
26,122
+1837.8%
0.16%
+1875.0%
Q1 2022$215,000
-26.1%
1,348
-28.0%
0.01%
-38.5%
Q3 2021$291,000
-40.7%
1,871
-51.0%
0.01%
-88.0%
Q3 2020$491,000
-97.5%
3,817
-97.6%
0.11%
-95.6%
Q4 2019$19,797,000
-57.5%
158,531
-60.2%
2.43%
-60.1%
Q3 2019$46,542,000
+6.9%
398,172
+7.4%
6.10%
-6.7%
Q2 2019$43,531,000
+40.1%
370,888
+32.2%
6.54%
-13.6%
Q3 2018$31,063,000
+21.5%
280,604
+11.5%
7.56%
+11.0%
Q2 2018$25,571,000251,6326.82%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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