Selective Wealth Management, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2022$114,000
+23.9%
845
+32.0%
0.05%
+48.5%
Q2 2022$92,000
-10.7%
640
+0.5%
0.03%
-10.8%
Q1 2022$103,000
-5.5%
637
+0.3%
0.04%
-15.9%
Q4 2021$109,000
+12.4%
635
+0.3%
0.04%
-13.7%
Q3 2021$97,000
-1.0%
633
+0.3%
0.05%
-34.6%
Q2 2021$98,000
-55.7%
631
-57.9%
0.08%
-61.2%
Q1 2021$221,000
-15.0%
1,500
-18.4%
0.20%
+19.6%
Q4 2020$260,000
+13.0%
1,838
+2.6%
0.17%
-6.7%
Q3 2020$230,000
+10.0%
1,791
+0.3%
0.18%
+4.0%
Q2 2020$209,000
+20.1%
1,786
+6.2%
0.17%
-36.6%
Q1 2020$174,000
-17.1%
1,6820.0%0.27%
+7.5%
Q4 2019$210,000
+0.5%
1,682
-3.7%
0.25%
-11.5%
Q3 2019$209,000
-20.2%
1,747
-23.1%
0.29%
-32.3%
Q2 2019$262,0002,2720.42%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2022
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