JANICZEK WEALTH MANAGEMENT, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$31,884
-4.3%
2050.0%0.01%
-11.1%
Q2 2023$33,330
-5.0%
205
-8.9%
0.01%
-10.0%
Q1 2023$35,101
-41.0%
225
-40.9%
0.01%
-41.2%
Q4 2022$59,497
+14.4%
381
-0.5%
0.02%0.0%
Q3 2022$52,000
-11.9%
3830.0%0.02%
-5.6%
Q2 2022$59,000
+136.0%
383
+143.9%
0.02%
+157.1%
Q1 2022$25,000
-7.4%
1570.0%0.01%
-12.5%
Q4 2021$27,000
+12.5%
1570.0%0.01%0.0%
Q3 2021$24,0000.0%1570.0%0.01%
-11.1%
Q2 2021$24,000
+700.0%
157
+772.2%
0.01%
+800.0%
Q1 2021$3,0000.0%180.0%0.00%0.0%
Q4 2020$3,000
+50.0%
180.0%0.00%0.0%
Q3 2020$2,0000.0%180.0%0.00%0.0%
Q2 2020$2,0000.0%180.0%0.00%0.0%
Q1 2020$2,0000.0%180.0%0.00%0.0%
Q4 2019$2,000
-33.3%
18
-28.0%
0.00%0.0%
Q3 2019$3,0000.0%250.0%0.00%0.0%
Q2 2019$3,000
-80.0%
25
-82.1%
0.00%
-85.7%
Q1 2019$15,000
+7.1%
1400.0%0.01%0.0%
Q4 2018$14,000
-6.7%
1400.0%0.01%
-12.5%
Q3 2018$15,000
+7.1%
1400.0%0.01%
+14.3%
Q2 2018$14,0001400.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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