BTR CAPITAL MANAGEMENT INC - 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
BTR CAPITAL MANAGEMENT INC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2022$215,000
-6.1%
1,5930.0%0.03%
+3.0%
Q2 2022$229,000
-11.2%
1,5930.0%0.03%
+3.1%
Q1 2022$258,000
-5.8%
1,5930.0%0.03%
+3.2%
Q4 2021$274,000
+11.8%
1,5930.0%0.03%
+3.3%
Q3 2021$245,000
-0.8%
1,5930.0%0.03%
-3.2%
Q2 2021$247,000
+5.6%
1,5930.0%0.03%
-8.8%
Q1 2021$234,000
+4.0%
1,5930.0%0.03%
-2.9%
Q4 2020$225,000
+9.8%
1,5930.0%0.04%
-2.8%
Q3 2020$205,000
+1.0%
1,593
-20.7%
0.04%
-12.2%
Q1 2018$203,0000.0%2,009
+0.8%
0.04%
+2.5%
Q4 2017$203,000
-1.5%
1,994
-18.6%
0.04%
-13.0%
Q4 2016$206,0000.0%2,4510.0%0.05%0.0%
Q3 2016$206,0002,4510.05%
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