Schrum Private Wealth Management LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
Schrum Private Wealth Management LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$526,538
-4.3%
3,388
+0.1%
0.60%
+0.8%
Q2 2023$550,167
+5.5%
3,386
-0.1%
0.60%
-1.2%
Q1 2023$521,646
+1.7%
3,388
+0.3%
0.60%
-1.0%
Q4 2022$512,865
+12.5%
3,3770.0%0.61%
+5.7%
Q3 2022$456,000
-5.8%
3,377
+0.1%
0.58%
+5.1%
Q2 2022$484,000
-7.3%
3,375
+0.7%
0.55%
+4.4%
Q1 2022$522,000
-4.0%
3,351
+6.1%
0.52%
+5.9%
Q4 2021$544,0003,1580.50%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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