Wealthspire Advisors, 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
Wealthspire Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$6,037,741
-3.1%
38,858
+1.3%
0.10%
-2.0%
Q2 2023$6,229,568
+6.5%
38,352
+0.9%
0.10%
+2.0%
Q1 2023$5,851,505
+8.4%
37,994
+6.9%
0.10%
+2.0%
Q4 2022$5,399,135
+8.9%
35,556
-3.1%
0.10%
-5.8%
Q3 2022$4,960,000
-1.9%
36,695
+4.1%
0.10%
-1.9%
Q2 2022$5,055,000
-22.4%
35,233
-12.3%
0.11%
-27.9%
Q1 2022$6,515,000
-4.5%
40,178
+1.1%
0.15%
-2.6%
Q4 2021$6,823,000
+10.7%
39,725
-1.0%
0.15%
+18.0%
Q3 2021$6,161,000
-5.6%
40,108
-4.9%
0.13%
-25.6%
Q2 2021$6,527,000
-4.7%
42,164
-9.4%
0.17%
+6.2%
Q1 2021$6,846,000
+6.5%
46,544
+2.2%
0.16%
-15.2%
Q4 2020$6,427,000
+1250.2%
45,527
+1130.5%
0.19%
+582.1%
Q3 2020$476,000
+24.0%
3,700
+13.0%
0.03%
+3.7%
Q2 2020$384,000
-91.9%
3,273
-92.9%
0.03%
-86.4%
Q1 2020$4,757,000
+2949.4%
46,013
+2790.3%
0.20%
+1226.7%
Q4 2018$156,0001,5920.02%
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