Essex Private Wealth Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
Essex Private Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2022$208,000
-61.2%
1,449
-56.2%
0.78%
-46.2%
Q1 2022$536,000
-96.9%
3,308
-96.7%
1.44%
-90.1%
Q4 2021$17,267,000
+19.8%
100,536
+7.1%
14.58%
+11.4%
Q3 2021$14,418,000
+6.6%
93,867
+7.4%
13.10%
+6.0%
Q2 2021$13,526,000
+6.7%
87,386
+1.4%
12.35%
+2.0%
Q1 2021$12,681,000
+13.2%
86,220
+8.7%
12.10%
+10.8%
Q4 2020$11,198,000
+33.0%
79,327
+21.2%
10.93%
+25.5%
Q3 2020$8,418,000
+13.7%
65,431
+3.5%
8.71%
+1.4%
Q2 2020$7,406,000
+2759.5%
63,206
+2414.2%
8.59%
+2441.4%
Q1 2020$259,000
-11.0%
2,514
+7.7%
0.34%
+14.6%
Q4 2019$291,0002,3350.30%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2020
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