TOBIAS FINANCIAL ADVISORS, INC. - VANGUARD SPECIALIZED FUNDS ownership

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VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

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Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,485,907
-4.3%
15,999
+0.0%
0.65%
-6.9%
Q2 2023$2,598,578
+6.5%
15,998
+1.0%
0.70%
-2.2%
Q1 2023$2,440,156
-4.5%
15,844
-5.8%
0.72%
-14.7%
Q4 2022$2,553,987
+12.3%
16,819
-0.1%
0.84%
+4.5%
Q3 2022$2,275,000
+2.6%
16,835
+8.9%
0.80%
+7.8%
Q2 2022$2,217,000
-11.9%
15,456
-0.4%
0.74%
-14.2%
Q1 2022$2,517,000
-38.5%
15,521
-34.9%
0.87%
+169.6%
Q4 2021$4,093,000
+73.9%
23,833
+55.6%
0.32%
-63.4%
Q3 2021$2,353,000
-0.8%
15,3170.0%0.88%
-6.3%
Q2 2021$2,371,000
+6.2%
15,317
+0.9%
0.94%
-0.7%
Q1 2021$2,232,000
-0.9%
15,175
-4.9%
0.95%
-8.2%
Q4 2020$2,253,000
+8.9%
15,962
-0.7%
1.03%
-9.1%
Q3 2020$2,068,000
+5.0%
16,070
-4.4%
1.13%
-2.1%
Q2 2020$1,970,000
+9.4%
16,815
-3.5%
1.16%
-11.1%
Q1 2020$1,801,000
-17.6%
17,418
-0.7%
1.30%
-6.9%
Q4 2019$2,186,000–17,537–1.40%–
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Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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