GeoWealth Management, LLC - 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
GeoWealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$5,731
+2201.6%
36,878
+2302.5%
0.65%
+2307.4%
Q2 2023$249
-100.0%
1,535
-97.3%
0.03%
-96.7%
Q1 2022$9,225,000
-73.2%
56,889
-71.6%
0.81%
-71.1%
Q4 2021$34,413,000
+234.4%
200,375
+199.1%
2.81%
+231.0%
Q3 2021$10,290,000
+6714.6%
66,994
+5563.1%
0.85%
+1743.5%
Q3 2020$151,000
-68.8%
1,183
-70.8%
0.05%
-57.8%
Q3 2019$484,0004,0470.11%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders