CONSULTIVA WEALTH MANAGEMENT, CORP. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
CONSULTIVA WEALTH MANAGEMENT, CORP. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$210,363
+23.7%
1,353
+29.2%
5.39%
+25.6%
Q2 2023$170,121
+5.5%
1,0470.0%4.29%
+3.9%
Q1 2023$161,303
+1.8%
1,047
+0.4%
4.13%
+0.2%
Q4 2022$158,490
-99.9%
1,043
+0.3%
4.12%
+4.3%
Q3 2022$141,000,000
-5.4%
1,040
+0.4%
3.96%
-5.3%
Q2 2022$149,000,000
-10.8%
1,036
+0.4%
4.18%
+4.1%
Q1 2022$167,000,000
-5.6%
1,032
+0.3%
4.01%
-0.7%
Q4 2021$177,000,000
+12.0%
1,029
+0.3%
4.04%
+11.1%
Q3 2021$158,000,000
+105233.3%
1,026
+0.6%
3.64%
+11.7%
Q1 2021$150,000
+4.2%
1,020
+0.3%
3.26%
-3.2%
Q4 2020$144,000
-8.9%
1,017
-0.6%
3.36%
+4.5%
Q2 2019$158,0001,0233.22%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2021
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