TOBIAS FINANCIAL ADVISORS, INC. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

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$2,186,00017,5371.40%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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