SCHMIDT P J INVESTMENT MANAGEMENT INC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.

Quarter-by-quarter ownership
SCHMIDT P J INVESTMENT MANAGEMENT INC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,900,943
+1.8%
25,188
+9.8%
0.84%
+9.9%
Q2 2023$3,830,638
+8.0%
22,945
+1.1%
0.76%
+2.7%
Q1 2023$3,545,820
+17.0%
22,702
+13.7%
0.74%
+7.9%
Q4 2022$3,031,044
+6.2%
19,961
-1.0%
0.69%0.0%
Q3 2022$2,855,000
-9.6%
20,170
-1.7%
0.69%
-0.3%
Q2 2022$3,157,000
-0.1%
20,524
-0.1%
0.69%
-1.7%
Q1 2022$3,161,000
+21.0%
20,547
+27.9%
0.70%
+34.3%
Q4 2021$2,613,000
+6.8%
16,069
+8.0%
0.52%
+8.5%
Q3 2021$2,447,000
+26.9%
14,874
+23.0%
0.48%
+24.9%
Q2 2021$1,928,000
+13.9%
12,093
+9.9%
0.38%
+9.1%
Q1 2021$1,692,000
+31.4%
11,001
+17.0%
0.35%
+21.3%
Q4 2020$1,288,000
+74.8%
9,400
+65.3%
0.29%
+62.6%
Q3 2020$737,000
+75.5%
5,688
+58.5%
0.18%
+42.1%
Q2 2020$420,000
-55.6%
3,588
-70.2%
0.13%
-65.9%
Q2 2015$945,000
-8.6%
12,021
-6.4%
0.37%
-8.4%
Q1 2015$1,034,000
-6.4%
12,844
-5.6%
0.40%
-7.6%
Q4 2014$1,105,000
+222.2%
13,612
+205.1%
0.44%
+212.1%
Q3 2014$343,0004,4620.14%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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