IEQ CAPITAL, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$46,742,775
-5.9%
300,828
-1.6%
0.95%
-5.1%
Q2 2023$49,662,415
+13.3%
305,746
+7.5%
1.00%
-1.4%
Q1 2023$43,819,454
+3.2%
284,523
+1.8%
1.02%
-14.5%
Q4 2022$42,442,276
+13.2%
279,501
+0.8%
1.19%
+15.5%
Q3 2022$37,493,000
-5.7%
277,399
+0.0%
1.03%
-14.6%
Q2 2022$39,780,000
-15.4%
277,266
-4.4%
1.20%
+7.6%
Q1 2022$47,018,000
-7.0%
289,945
-1.5%
1.12%
-4.2%
Q4 2021$50,544,000
+11.6%
294,285
-0.2%
1.17%
-2.7%
Q3 2021$45,276,000
+0.7%
294,768
+1.5%
1.20%
-9.0%
Q2 2021$44,966,000
+12.2%
290,500
+6.6%
1.32%
-20.2%
Q1 2021$40,077,000
+9.0%
272,486
+4.7%
1.66%
+1.2%
Q4 2020$36,753,000
+0.1%
260,343
-8.7%
1.64%
-17.1%
Q3 2020$36,705,000
+13.0%
285,287
+3.0%
1.97%
-6.4%
Q2 2020$32,468,000
+7.8%
277,080
-4.9%
2.11%
-12.8%
Q1 2020$30,115,000
-27.5%
291,282
-12.6%
2.42%
-33.6%
Q4 2019$41,526,000333,1173.64%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders