OptiFour Integrated Wealth Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

Quarter-by-quarter ownership
OptiFour Integrated Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2019$269,000
+2.3%
2,161
-1.6%
0.18%
-1.1%
Q3 2019$263,000
+4.0%
2,1970.0%0.19%
+5.6%
Q2 2019$253,000
+2.4%
2,197
-2.3%
0.18%
-12.4%
Q1 2019$247,000
+10.3%
2,249
-1.8%
0.20%
-1.5%
Q4 2018$224,000
-68.1%
2,291
-63.9%
0.20%
-64.6%
Q3 2018$703,000
+8.5%
6,349
-0.5%
0.58%
+3.4%
Q2 2018$648,000
+0.5%
6,3790.0%0.56%
+3.9%
Q1 2018$645,000
-2.6%
6,379
-1.7%
0.54%
-2.7%
Q4 2017$662,0006,4870.55%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2019
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