Carlson Capital Management - 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
Carlson Capital Management ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,067,758
+43.1%
6,872
+49.6%
0.06%
+40.0%
Q2 2023$746,081
+4.7%
4,593
-0.7%
0.04%
-2.2%
Q1 2023$712,488
+1.6%
4,626
+0.2%
0.05%
-9.8%
Q4 2022$701,055
+12.9%
4,617
+0.5%
0.05%
-3.8%
Q3 2022$621,000
-5.5%
4,596
+0.4%
0.05%
-8.6%
Q2 2022$657,000
-11.1%
4,577
+0.4%
0.06%
-6.5%
Q1 2022$739,000
-5.3%
4,559
+0.3%
0.06%
-8.8%
Q4 2021$780,0004,5440.07%
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