Sowell Financial Services 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
Sowell Financial Services LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,766,000
-11.3%
17,711
-7.4%
0.17%0.0%
Q2 2023$3,120,000
+169097.4%
19,123
+59.7%
0.17%
+22.5%
Q1 2023$1,844
-36.2%
11,972
-37.1%
0.14%
-24.1%
Q4 2022$2,892
-99.8%
19,046
+51.0%
0.19%
+8.7%
Q3 2022$1,705,000
-12.4%
12,615
-7.0%
0.17%
-4.4%
Q2 2022$1,946,000
+17.3%
13,565
+28.6%
0.18%
-37.9%
Q1 2022$1,659,000
-46.4%
10,551
-41.4%
0.29%
+63.8%
Q4 2021$3,093,000
+6.6%
18,007
-4.7%
0.18%
-9.7%
Q3 2021$2,902,000
-19.4%
18,892
-18.8%
0.20%
-18.0%
Q2 2021$3,600,000
-35.1%
23,258
-34.7%
0.24%
+23.8%
Q1 2021$5,550,000
+104.7%
35,615
+85.4%
0.19%
+66.4%
Q4 2020$2,711,000
+18.9%
19,206
+8.4%
0.12%
+1.8%
Q3 2020$2,280,000
-41.8%
17,718
-47.0%
0.11%
-47.0%
Q2 2020$3,916,000
+8.3%
33,417
-4.4%
0.22%
-19.8%
Q1 2020$3,616,000
+44.2%
34,971
+73.9%
0.27%
+40.3%
Q4 2019$2,508,000
+61.1%
20,115
+54.5%
0.19%
+48.1%
Q3 2019$1,557,000
-29.1%
13,023
-35.0%
0.13%
-47.3%
Q1 2019$2,197,000
-5.6%
20,034
-15.7%
0.24%
-25.8%
Q4 2018$2,328,000
+120.0%
23,767
+148.7%
0.33%
+114.3%
Q3 2018$1,058,000
+6.2%
9,556
+1.5%
0.15%
-27.0%
Q2 2018$996,000
+12.2%
9,412
+4.7%
0.21%
-5.0%
Q1 2018$888,000
-6.0%
8,992
+0.9%
0.22%
-3.9%
Q4 2017$945,000
+9.4%
8,915
-0.2%
0.23%
+2.7%
Q3 2017$864,000
+3.7%
8,930
+0.0%
0.22%
-4.7%
Q2 2017$833,000
+12.3%
8,927
+10.3%
0.24%
+7.8%
Q1 2017$742,000
+366.7%
8,094
+352.9%
0.22%
+313.2%
Q4 2016$159,0001,7870.05%
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