Kore Private Wealth LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2022$3,679,000
-7.6%
27,221
-1.9%
0.66%
+8.3%
Q2 2022$3,981,000
-0.6%
27,748
+12.4%
0.61%
+22.1%
Q1 2022$4,004,000
+7.1%
24,689
+13.4%
0.50%
+10.3%
Q4 2021$3,740,000
+11.6%
21,778
-0.1%
0.46%
+29.5%
Q3 2021$3,350,000
-1.5%
21,809
-0.8%
0.35%
-7.9%
Q2 2021$3,402,000
+3.2%
21,979
-1.9%
0.38%
-14.2%
Q1 2021$3,295,000
+6.7%
22,404
+2.5%
0.44%
-6.3%
Q4 2020$3,087,000
+7.7%
21,867
-1.9%
0.48%
-14.3%
Q3 2020$2,867,000
+9.8%
22,2800.0%0.55%
+3.9%
Q2 2020$2,610,000
+4.6%
22,280
-7.7%
0.53%
-10.7%
Q1 2020$2,496,000
+29.0%
24,142
+55.6%
0.60%
+62.7%
Q4 2019$1,935,000
+6.3%
15,520
+0.6%
0.37%
-10.5%
Q3 2019$1,820,000
+0.3%
15,428
-2.1%
0.41%0.0%
Q2 2019$1,814,000
+18.3%
15,754
+13.1%
0.41%
+18.8%
Q1 2019$1,534,000
+40.2%
13,926
+24.7%
0.34%
+14.6%
Q4 2018$1,094,00011,1670.30%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
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