Robertson Stephens Wealth Management, LLC - 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
Robertson Stephens Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$6,073,644
-5.0%
38,896
-0.7%
0.41%
-9.3%
Q2 2023$6,395,187
+7.5%
39,182
+1.5%
0.45%
-1.3%
Q1 2023$5,946,843
-25.6%
38,613
-26.6%
0.46%
-41.1%
Q4 2022$7,991,410
-19.4%
52,627
-28.3%
0.78%
-24.8%
Q3 2022$9,920,000
-17.9%
73,396
-12.8%
1.04%
-9.1%
Q2 2022$12,076,000
-45.0%
84,175
-37.9%
1.14%
-38.3%
Q1 2022$21,975,000
+147.1%
135,516
+161.7%
1.85%
+146.8%
Q4 2021$8,894,000
-8.2%
51,786
-17.9%
0.75%
-31.6%
Q3 2021$9,688,000
+57.6%
63,074
+58.8%
1.09%
+48.2%
Q2 2021$6,149,000
-44.8%
39,726
-47.5%
0.74%
-58.5%
Q1 2021$11,131,000
+114.3%
75,680
+105.7%
1.78%
+64.1%
Q4 2020$5,193,000
+80.3%
36,789
+65.0%
1.08%
+53.2%
Q3 2020$2,880,000
+5.0%
22,293
-4.5%
0.71%
-10.5%
Q2 2020$2,743,000
-19.0%
23,339
-28.8%
0.79%
-31.6%
Q1 2020$3,387,000
+0.2%
32,758
+20.8%
1.16%
-32.1%
Q4 2019$3,381,000
-56.4%
27,127
-58.2%
1.70%
-56.6%
Q3 2019$7,758,000
+121.5%
64,879
+113.3%
3.93%
+15.3%
Q2 2019$3,502,000
+141.5%
30,410
+131.0%
3.41%
+175.0%
Q1 2019$1,450,000
+109.8%
13,165
+86.7%
1.24%
+79.3%
Q4 2018$691,0007,0520.69%
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