MOODY LYNN & LIEBERSON, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
MOODY LYNN & LIEBERSON, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$875,722
-4.3%
5,6360.0%0.08%
+1.4%
Q2 2023$915,455
+5.5%
5,6360.0%0.07%
-5.1%
Q1 2023$868,000
+101420.5%
5,6360.0%0.08%0.0%
Q4 2022$855
-99.9%
5,636
-0.4%
0.08%
+5.4%
Q3 2022$764,000
-5.8%
5,6560.0%0.07%
+1.4%
Q2 2022$811,000
-11.6%
5,6560.0%0.07%
+9.0%
Q1 2022$917,000
-6.0%
5,656
-0.5%
0.07%
+3.1%
Q4 2021$976,000
+11.8%
5,6850.0%0.06%0.0%
Q3 2021$873,000
-0.8%
5,6850.0%0.06%
-1.5%
Q2 2021$880,000
+5.3%
5,685
-0.0%
0.07%
-4.3%
Q1 2021$836,000
+4.1%
5,6860.0%0.07%0.0%
Q4 2020$803,000
+9.7%
5,6860.0%0.07%
-5.5%
Q3 2020$732,000
+9.9%
5,6860.0%0.07%
+1.4%
Q2 2020$666,000
+3.1%
5,686
-9.0%
0.07%
-19.1%
Q1 2020$646,000
-23.6%
6,248
-7.9%
0.09%
+8.5%
Q4 2019$846,000
+4.3%
6,7850.0%0.08%
-9.9%
Q3 2019$811,000
+3.8%
6,7850.0%0.09%
+5.8%
Q2 2019$781,000
+5.0%
6,7850.0%0.09%
+1.2%
Q1 2019$744,000
+11.0%
6,785
-0.8%
0.08%
-5.6%
Q4 2018$670,000
-15.2%
6,838
-4.2%
0.09%
+7.1%
Q3 2018$790,000
+9.0%
7,1380.0%0.08%
-2.3%
Q2 2018$725,000
-1.9%
7,138
-2.4%
0.09%
-3.4%
Q1 2018$739,000
-5.9%
7,3130.0%0.09%
+6.0%
Q4 2017$785,000
+10.9%
7,313
-2.1%
0.08%
-2.3%
Q3 2017$708,000
+2.3%
7,4680.0%0.09%
-5.5%
Q2 2017$692,000
+3.0%
7,4680.0%0.09%
-3.2%
Q1 2017$672,000
+3.2%
7,468
-2.4%
0.09%
+1.1%
Q4 2016$651,000
+0.2%
7,648
-1.3%
0.09%
-13.9%
Q3 2016$650,000
+1.1%
7,748
+0.3%
0.11%
-6.1%
Q2 2016$643,000
+2.4%
7,7250.0%0.12%
+16.2%
Q1 2016$628,000
+3.6%
7,725
-0.8%
0.10%
+4.2%
Q4 2015$606,000
+4.5%
7,787
-1.0%
0.10%
-14.4%
Q3 2015$580,000
-12.4%
7,862
-6.7%
0.11%
+5.7%
Q2 2015$662,000
-17.1%
8,430
-15.1%
0.10%
-17.3%
Q1 2015$799,000
-0.9%
9,9300.0%0.13%
+10.4%
Q4 2014$806,000
+5.1%
9,930
-0.4%
0.12%
+0.9%
Q3 2014$767,000
-6.0%
9,970
-4.8%
0.11%
+1.8%
Q2 2014$816,000
+3.2%
10,470
-0.4%
0.11%
-2.6%
Q1 2014$791,000
-3.8%
10,510
-3.8%
0.12%
+2.7%
Q4 2013$822,000
+8.0%
10,9300.0%0.11%
-5.1%
Q3 2013$761,000
+3.8%
10,930
-1.4%
0.12%
-7.8%
Q2 2013$733,00011,0800.13%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders