Chicago Partners Investment Group LLC - 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
Chicago Partners Investment Group LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,710,945
-11.3%
17,758
-4.2%
0.15%
-8.2%
Q2 2023$3,057,824
+102.3%
18,539
+92.5%
0.16%
+80.7%
Q1 2023$1,511,381
-10.7%
9,633
-10.4%
0.09%
-15.4%
Q4 2022$1,693,257
+22.2%
10,755
+14.9%
0.10%
+5.1%
Q3 2022$1,386,000
+59.5%
9,363
+65.1%
0.10%
+57.1%
Q2 2022$869,000
+35.1%
5,670
+29.4%
0.06%
+28.6%
Q1 2022$643,000
-12.9%
4,382
-5.7%
0.05%
-5.8%
Q4 2021$738,000
-18.3%
4,645
-14.3%
0.05%
-17.5%
Q3 2021$903,000
+1333.3%
5,422
+774.5%
0.06%
+600.0%
Q3 2018$63,000
+142.3%
620
+146.0%
0.01%
+125.0%
Q2 2018$26,000
-31.6%
252
-33.2%
0.00%
-33.3%
Q4 2017$38,000
+5.6%
3770.0%0.01%0.0%
Q3 2017$36,000
-65.7%
377
-72.1%
0.01%
-88.0%
Q4 2015$105,000
+6.1%
1,3490.0%0.05%
-9.1%
Q3 2015$99,000
-6.6%
1,3490.0%0.06%
+14.6%
Q2 2015$106,0001,3490.05%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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