ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC - 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
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$10,696,478
-3.9%
68,501
+0.4%
6.94%
+8.1%
Q2 2023$11,131,799
-4.0%
68,208
-9.4%
6.42%
-3.4%
Q1 2023$11,592,704
-9.3%
75,272
-10.6%
6.64%
-17.4%
Q4 2022$12,783,852
+81.2%
84,187
+61.2%
8.04%
+84.4%
Q3 2022$7,057,000
-7.0%
52,214
-1.3%
4.36%
+3.4%
Q2 2022$7,590,000
-4.4%
52,903
+8.0%
4.22%
+27.1%
Q1 2022$7,943,000
-8.7%
48,985
-3.3%
3.32%
+4.8%
Q4 2021$8,703,000
-99.9%
50,673
+25.3%
3.17%
-0.5%
Q3 2021$6,212,268,000
+132273.1%
40,444
+33.4%
3.18%
-24.7%
Q2 2021$4,693,000
+74.2%
30,316
+65.5%
4.22%
+35.4%
Q1 2021$2,694,000
+141.8%
18,316
+132.0%
3.12%
+87.0%
Q4 2020$1,114,000
+328.5%
7,894
+292.0%
1.67%
+248.7%
Q3 2020$260,000
-99.9%
2,014
+0.5%
0.48%
-21.5%
Q2 2020$236,025,000
-58.3%
2,004
-63.4%
0.61%
-66.0%
Q1 2020$565,665,000
-32.2%
5,471
-18.2%
1.79%
-72.5%
Q4 2019$833,999,0006,6906.50%
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