LIBERTY WEALTH MANAGEMENT LLC - 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$362
-99.9%
2,327
-12.5%
0.09%
-15.9%
Q2 2023$431,817
+5.5%
2,6580.0%0.11%
+27.4%
Q1 2023$409,432
+47.8%
2,658
+29.4%
0.08%
+13.5%
Q3 2022$277,000
+3.0%
2,054
+9.5%
0.07%
-32.1%
Q2 2022$269,000
-11.2%
1,876
+0.4%
0.11%0.0%
Q1 2022$303,000
-7.1%
1,868
-1.6%
0.11%
+678.6%
Q4 2021$326,000
+14.4%
1,899
+2.3%
0.01%
-86.3%
Q3 2021$285,000
-0.3%
1,857
+0.4%
0.10%
-8.1%
Q2 2021$286,000
+59.8%
1,850
+43.0%
0.11%
+27.6%
Q1 2021$179,0000.0%1,2940.0%0.09%
-1.1%
Q4 2020$179,000
-10.9%
1,294
-17.1%
0.09%
-25.4%
Q3 2020$201,000
+63.4%
1,560
+48.1%
0.12%
+35.6%
Q2 2020$123,000
+12.8%
1,0530.0%0.09%
-8.4%
Q1 2020$109,000
-16.8%
1,053
+0.4%
0.10%
-7.8%
Q4 2019$131,000
+26.0%
1,049
+20.3%
0.10%
+5.1%
Q3 2019$104,000
+57.6%
872
+52.4%
0.10%
+69.0%
Q2 2019$66,000
+29.4%
572
+21.4%
0.06%
+52.6%
Q1 2019$51,000
+10.9%
4710.0%0.04%
+11.8%
Q4 2018$46,0004710.03%
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