Hilton Capital Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
Hilton Capital Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$205,102
-4.3%
1,3200.0%0.03%
+3.8%
Q2 2023$214,408
+7.0%
1,3200.0%0.03%0.0%
Q1 2023$200,442
+84474.7%
1,320
-24.9%
0.03%
-16.1%
Q4 2022$237
-99.9%
1,7570.0%0.03%0.0%
Q3 2022$237,000
-6.0%
1,7570.0%0.03%0.0%
Q2 2022$252,000
-44.6%
1,757
-37.4%
0.03%
-36.7%
Q1 2022$455,000
+50.7%
2,807
+59.8%
0.05%
+75.0%
Q4 2021$302,000
+18.0%
1,757
+5.5%
0.03%
+12.0%
Q3 2021$256,000
-0.8%
1,6650.0%0.02%
-7.4%
Q2 2021$258,000
+5.3%
1,6650.0%0.03%0.0%
Q1 2021$245,000
+4.3%
1,6650.0%0.03%0.0%
Q4 2020$235,000
+48.7%
1,665
+26.1%
0.03%
+35.0%
Q3 2019$158,000
+83.7%
1,320
+76.0%
0.02%
+66.7%
Q2 2019$86,000
-40.7%
750
-43.2%
0.01%
-40.0%
Q1 2019$145,000
+12.4%
1,3200.0%0.02%
-13.0%
Q4 2018$129,000
-32.8%
1,320
-23.9%
0.02%
-20.7%
Q3 2018$192,000
+9.1%
1,7350.0%0.03%
+3.6%
Q2 2018$176,000
-19.6%
1,735
-38.4%
0.03%
-60.6%
Q4 2015$219,000
-9.9%
2,815
-14.6%
0.07%
-14.5%
Q3 2015$243,0003,2950.08%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2022
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