Rockbridge Investment Management, LCC - 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
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 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