BT 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
BT Wealth Management LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2022$44,560,000
-11.8%
310,588
-0.3%
12.50%
-4.9%
Q1 2022$50,510,000
-2.0%
311,485
+3.8%
13.14%
-5.6%
Q4 2021$51,537,000
+14.2%
300,070
+2.1%
13.93%
-0.6%
Q3 2021$45,137,000
-0.9%
293,862
-0.1%
14.02%
+1.6%
Q2 2021$45,544,000
+3.0%
294,232
-2.1%
13.80%
-6.1%
Q1 2021$44,202,000
-10.5%
300,534
-14.1%
14.71%
-19.9%
Q4 2020$49,390,000
+11.0%
349,865
+1.2%
18.36%
-5.0%
Q3 2020$44,497,000
+9.6%
345,848
-0.2%
19.33%
-6.1%
Q2 2020$40,605,000
+10.1%
346,521
-2.8%
20.58%
-2.5%
Q1 2020$36,866,000
+273.2%
356,576
+350.0%
21.11%
+319.7%
Q4 2019$9,879,000
+6.9%
79,247
+2.5%
5.03%
-2.5%
Q3 2019$9,242,000
+4.4%
77,291
+0.8%
5.16%
+0.8%
Q2 2019$8,852,000
+6.2%
76,709
+0.9%
5.12%
+4.2%
Q1 2019$8,332,000
+1.6%
75,995
-1.0%
4.91%
+38.9%
Q4 2018$8,203,00076,7663.54%
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