EVOKE WEALTH, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$19,383,225
+10.1%
124,215
+15.1%
0.68%
+11.4%
Q2 2023$17,608,859
+14.2%
107,895
+7.8%
0.61%
+9.1%
Q1 2023$15,419,692
+5.2%
100,121
+3.7%
0.56%
+5.8%
Q4 2022$14,660,132
+8.3%
96,544
-3.6%
0.53%
-3.1%
Q3 2022$13,541,000
-4.5%
100,187
+1.3%
0.55%
+4.2%
Q2 2022$14,184,000
-3.8%
98,867
+8.7%
0.52%
+8.7%
Q1 2022$14,745,000
-2.4%
90,927
+3.3%
0.48%
+1.3%
Q4 2021$15,114,000
+24.8%
88,000
+11.6%
0.48%
+4.8%
Q3 2021$12,110,000
+18.3%
78,847
+19.3%
0.46%
+17.3%
Q2 2021$10,234,000
+30.0%
66,119
+23.5%
0.39%
+9.0%
Q1 2021$7,871,000
+12.6%
53,518
+8.1%
0.36%
-24.4%
Q4 2020$6,990,000
+24.3%
49,513
+13.8%
0.47%
+3.3%
Q3 2020$5,623,000
+9.6%
43,518
-0.1%
0.46%
-8.2%
Q2 2020$5,131,000
-99.9%
43,560
+2.1%
0.50%
-20.9%
Q1 2020$4,412,771,000
+14.4%
42,681
+38.0%
0.63%
+28.2%
Q4 2019$3,856,852,000
-16.0%
30,939
-19.4%
0.49%
-13.3%
Q3 2019$4,592,825,00038,4070.56%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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