J.W. COLE ADVISORS, INC. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$13,336,326
-4.4%
85,830
-0.1%
0.98%
-1.1%
Q2 2023$13,952,638
+6.5%
85,899
+1.0%
0.99%
+6.5%
Q1 2023$13,100,656
+5.6%
85,064
+4.1%
0.93%
-2.2%
Q4 2022$12,403,351
+88.9%
81,681
+68.1%
0.95%
+74.1%
Q3 2022$6,566,000
-5.1%
48,578
+0.8%
0.55%
-0.5%
Q2 2022$6,916,000
-20.9%
48,203
-10.6%
0.55%
-6.0%
Q1 2022$8,741,000
+4.1%
53,905
+10.3%
0.59%
+7.3%
Q4 2021$8,394,000
+11.8%
48,873
-0.0%
0.55%
+1.7%
Q3 2021$7,508,000
+0.0%
48,879
+0.8%
0.54%
-9.1%
Q2 2021$7,507,000
-5.6%
48,499
-10.3%
0.59%
-22.8%
Q1 2021$7,949,000
+19.1%
54,043
+14.3%
0.77%
+10.4%
Q4 2020$6,675,000
+68.9%
47,280
+53.9%
0.69%
+129.0%
Q3 2020$3,952,000
-28.2%
30,715
-34.6%
0.30%
-63.4%
Q2 2020$5,503,000
+486.0%
46,966
+416.9%
0.83%
-54.4%
Q1 2020$939,000
-84.7%
9,086
-81.6%
1.82%
+133.9%
Q4 2019$6,155,00049,3710.78%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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