Rockbridge Investment Management, LCC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2021$759,000
+12.4%
4,418
+0.5%
0.11%0.0%
Q3 2021$675,000
-0.9%
4,3970.0%0.11%
-2.6%
Q2 2021$681,000
+4.8%
4,397
-0.5%
0.12%
-6.5%
Q1 2021$650,000
+20.6%
4,421
+15.9%
0.12%
+11.8%
Q4 2020$539,000
+9.8%
3,8160.0%0.11%
-5.2%
Q3 2020$491,000
+9.8%
3,8160.0%0.12%0.0%
Q2 2020$447,0003,8160.12%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2020
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