Winch Advisory Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$47
+46.9%
301
+52.8%
0.02%
+54.5%
Q2 2023$32
+190.9%
197
+185.5%
0.01%
+175.0%
Q1 2023$11
+10.0%
690.0%0.00%0.0%
Q4 2022$10
-99.9%
690.0%0.00%0.0%
Q3 2022$9,000
-10.0%
69
+1.5%
0.00%0.0%
Q2 2022$10,000
+42.9%
68
-9.3%
0.00%0.0%
Q1 2017$7,0000.0%75
-6.2%
0.00%
-20.0%
Q4 2016$7,000
-99.7%
80
-99.7%
0.01%
-99.7%
Q3 2016$2,074,000
+1768.5%
24,708
+1745.3%
1.69%
+1152.6%
Q2 2016$111,000
+3600.0%
1,339
+3247.5%
0.14%
+6650.0%
Q2 2015$3,000400.00%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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