Bay Harbor 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
Bay Harbor Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$265,924
-4.3%
1,7030.0%0.11%
-0.9%
Q2 2023$277,934
+6.0%
1,7030.0%0.11%
+1.8%
Q1 2023$262,279
+101166.0%
1,7030.0%0.11%
-4.3%
Q4 2022$259
-99.9%
1,703
-36.2%
0.12%
-31.8%
Q3 2022$361,000
-5.7%
2,6700.0%0.17%
-1.7%
Q2 2022$383,000
-11.5%
2,6700.0%0.17%
-1.1%
Q1 2022$433,000
+0.2%
2,6700.0%0.18%
+0.6%
Q4 2021$432,000
+2.9%
2,670
-2.4%
0.17%
-1.7%
Q3 2021$420,000
-0.9%
2,7370.0%0.18%
-2.2%
Q2 2021$424,000
+5.2%
2,7370.0%0.18%
-2.2%
Q1 2021$403,000
+4.4%
2,7370.0%0.18%
+5.7%
Q4 2020$386,0002,737
+91133.3%
0.18%
Q1 2020$030.0%0.00%
Q4 2019$030.0%0.00%
Q3 2019$030.0%0.00%
Q2 2019$030.0%0.00%
Q1 2019$030.0%0.00%
Q4 2018$030.00%
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