Forum Financial Management, LP - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$653,153
-4.7%
4,204
-0.4%
0.01%
-6.7%
Q2 2023$685,599
+1.5%
4,221
-3.8%
0.02%
-25.0%
Q1 2023$675,470
+0.3%
4,386
-1.1%
0.02%
-9.1%
Q4 2022$673,154
+208.8%
4,433
+174.3%
0.02%
+100.0%
Q3 2022$218,000
-18.0%
1,616
-12.9%
0.01%
-15.4%
Q2 2022$266,000
-18.7%
1,856
-8.1%
0.01%
-18.8%
Q1 2022$327,000
-6.3%
2,019
-0.5%
0.02%
-11.1%
Q4 2021$349,0002,0300.02%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
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