OGOREK ANTHONY JOSEPH /NY/ /ADV - 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
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$6,911
-7.7%
44,482
-3.5%
2.73%
-4.9%
Q2 2023$7,484
-0.8%
46,079
-6.0%
2.87%
-7.1%
Q1 2023$7,547
+0.8%
49,007
-0.6%
3.08%
-5.3%
Q4 2022$7,488
-99.9%
49,313
-0.4%
3.26%
+2.4%
Q3 2022$6,695,000
-6.2%
49,534
-0.5%
3.18%
-3.1%
Q2 2022$7,140,000
-17.9%
49,770
-7.2%
3.28%
-7.9%
Q1 2022$8,699,000
-38.2%
53,653
-34.6%
3.56%
-40.7%
Q4 2021$14,082,000
+3.7%
81,997
-7.3%
6.02%
-3.0%
Q3 2021$13,582,000
-4.9%
88,435
-4.2%
6.20%
-3.1%
Q2 2021$14,286,000
+2.8%
92,296
-2.4%
6.40%
-6.6%
Q1 2021$13,902,000
-58.9%
94,523
-60.5%
6.85%
-62.2%
Q4 2020$33,785,000
+15.0%
239,322
+4.8%
18.10%
+4.5%
Q3 2020$29,381,000
+9.2%
228,365
-0.5%
17.32%
-9.0%
Q2 2020$26,900,000
+43287.1%
229,562
+32694.6%
19.03%
+29634.4%
Q1 2017$62,000
+6.9%
7000.0%0.06%
+28.0%
Q4 2016$58,0000.0%7000.0%0.05%0.0%
Q3 2016$58,0000.0%7000.0%0.05%
-3.8%
Q2 2016$58,0007000.05%
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