Betterment LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,054
+2.5%
13,219
+7.2%
0.01%
+16.7%
Q2 2023$2,003
+0.6%
12,332
-4.6%
0.01%0.0%
Q1 2023$1,992
+15.1%
12,933
+13.5%
0.01%0.0%
Q4 2022$1,731
-99.9%
11,398
+6.9%
0.01%
+20.0%
Q3 2022$1,530,0000.0%10,6670.0%0.01%0.0%
Q2 2022$1,530,000
+9.4%
10,667
+23.7%
0.01%
+25.0%
Q1 2022$1,399,000
+15.3%
8,626
+22.1%
0.00%0.0%
Q4 2021$1,213,000
+73.5%
7,063
+55.2%
0.00%
+100.0%
Q3 2021$699,000
+7.5%
4,552
+8.3%
0.00%0.0%
Q2 2021$650,000
+1.2%
4,202
-3.8%
0.00%0.0%
Q1 2021$642,000
+16.9%
4,368
+12.3%
0.00%0.0%
Q4 2020$549,000
+12.3%
3,890
+2.4%
0.00%0.0%
Q3 2020$489,000
+136.2%
3,798
+114.7%
0.00%
+100.0%
Q2 2020$207,000
-40.3%
1,769
-36.5%
0.00%
-50.0%
Q4 2019$347,000
+10.5%
2,787
+2.3%
0.00%0.0%
Q3 2019$314,0000.0%2,7250.0%0.00%0.0%
Q2 2019$314,000
+52.4%
2,725
+45.3%
0.00%
+100.0%
Q1 2019$206,000
+1044.4%
1,876
+733.8%
0.00%
-50.0%
Q4 2014$18,0002250.00%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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