Realta Investment Advisors - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$598,9840.0%3,6880.0%0.14%
+5.3%
Q2 2023$598,984
+7.3%
3,688
+1.7%
0.13%
-3.7%
Q1 2023$558,386
-2.1%
3,626
-3.5%
0.14%
-2.2%
Q4 2022$570,304
+8.8%
3,756
-3.1%
0.14%
+1.5%
Q3 2022$524,000
-7.4%
3,877
-0.7%
0.14%
-1.4%
Q2 2022$566,000
-46.0%
3,905
-39.6%
0.14%
-33.5%
Q1 2022$1,048,000
-29.3%
6,465
-25.1%
0.21%
-35.9%
Q4 2021$1,482,000
+5.9%
8,626
-5.4%
0.33%
-1.2%
Q3 2021$1,400,000
+3.1%
9,117
+3.9%
0.33%
+2.5%
Q2 2021$1,358,000
+12.6%
8,774
+7.0%
0.32%
+1.6%
Q1 2021$1,206,000
+149.2%
8,202
+139.1%
0.32%
+131.4%
Q4 2020$484,000
+15.8%
3,430
+5.6%
0.14%
-2.1%
Q3 2020$418,000
+27.4%
3,249
+16.1%
0.14%
+29.6%
Q2 2020$328,000
+39.0%
2,799
+22.8%
0.11%
+6.9%
Q1 2020$236,000
-4.1%
2,280
+13.8%
0.10%
+50.7%
Q4 2019$246,000
+25.5%
2,004
+21.9%
0.07%
+26.4%
Q3 2019$196,000
-52.2%
1,644
-53.9%
0.05%
-53.5%
Q2 2019$410,000
+177.0%
3,566
+164.0%
0.11%
+70.1%
Q1 2019$148,0001,3510.07%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
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