Perigon Wealth Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 986 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,067,996
-54.6%
19,745
-52.6%
0.12%
-6.8%
Q2 2023$6,762,278
+163.8%
41,632
+150.1%
0.13%
-8.9%
Q1 2023$2,563,636
-50.9%
16,646
-51.6%
0.15%
-9.9%
Q4 2022$5,225,682
+139.5%
34,414
+113.1%
0.16%
-14.3%
Q3 2022$2,182,000
-7.9%
16,146
-2.2%
0.19%
-4.5%
Q2 2022$2,370,000
+1.1%
16,517
+14.2%
0.20%
+19.3%
Q1 2022$2,344,000
-9.1%
14,457
-3.7%
0.17%
-9.8%
Q4 2021$2,579,000
+137.7%
15,018
+112.5%
0.18%
+95.7%
Q3 2021$1,085,000
+0.5%
7,066
+1.3%
0.09%
-2.1%
Q2 2021$1,080,0000.0%6,976
-5.0%
0.10%
-12.7%
Q1 2021$1,080,000
+14.0%
7,344
+9.5%
0.11%0.0%
Q4 2020$947,000
+43.9%
6,705
+31.0%
0.11%
+19.6%
Q3 2020$658,000
-4.5%
5,118
-12.9%
0.09%
-15.6%
Q2 2020$689,000
+4.4%
5,876
-0.8%
0.11%
-11.4%
Q1 2020$660,000
-10.2%
5,926
+0.7%
0.12%
-18.0%
Q4 2019$735,000
+33.2%
5,885
+27.1%
0.15%
+15.4%
Q3 2019$552,000
-17.1%
4,629
-19.9%
0.13%
-16.7%
Q2 2019$666,000
+2.5%
5,7810.0%0.16%
+3.3%
Q1 2019$650,000
-0.2%
5,781
-8.6%
0.15%
-9.0%
Q4 2018$651,000
-44.4%
6,326
-39.9%
0.17%
-42.4%
Q3 2018$1,171,000
+22.1%
10,527
+12.2%
0.29%0.0%
Q2 2018$959,000
+3.9%
9,380
+2.7%
0.29%
-15.3%
Q1 2018$923,000
+160.7%
9,130
+163.0%
0.34%
+157.6%
Q4 2017$354,000
+8.6%
3,471
+0.8%
0.13%
+24.5%
Q3 2017$326,000
-10.4%
3,442
-12.3%
0.11%
+34.2%
Q2 2017$364,000
+1.7%
3,924
-1.2%
0.08%
+3.9%
Q1 2017$358,000
-15.2%
3,971
-14.4%
0.08%
-17.4%
Q4 2016$422,000
+7.7%
4,641
-0.6%
0.09%
-8.9%
Q3 2016$392,000
+235.0%
4,671
+233.6%
0.10%
+225.8%
Q2 2016$117,000
-94.6%
1,400
-91.3%
0.03%
-83.6%
Q3 2011$2,182,00016,1460.19%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2018
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