Whitegate Investment Counselors, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 910 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$17,048,118
-4.3%
109,718
+0.1%
5.71%
-2.4%
Q2 2023$17,810,433
+2.2%
109,649
-3.1%
5.85%
+3.9%
Q1 2023$17,421,341
+102426.7%
113,118
+1.1%
5.62%
-3.0%
Q4 2022$16,992
-99.9%
111,902
+1.7%
5.80%
+2.9%
Q3 2022$14,875,000
-6.1%
110,058
-0.3%
5.63%
-2.8%
Q2 2022$15,838,000
-11.7%
110,393
-0.2%
5.79%
+4.6%
Q1 2022$17,931,000
-6.9%
110,577
-1.3%
5.54%
-2.2%
Q4 2021$19,251,000
-6.1%
112,085
-16.0%
5.66%
+94.9%
Q3 2021$20,491,000
-6.0%
133,403
-5.3%
2.91%
-5.9%
Q2 2021$21,804,000
+4.4%
140,860
-0.8%
3.09%
-3.0%
Q1 2021$20,879,000
+3.8%
141,960
-0.3%
3.18%
-2.2%
Q4 2020$20,107,000
+11.7%
142,432
+1.8%
3.26%
-0.9%
Q3 2020$18,006,000
+16.5%
139,948
+6.1%
3.28%
+6.3%
Q2 2020$15,457,000
+16.9%
131,904
+3.1%
3.09%
-3.7%
Q1 2020$13,228,000
-17.4%
127,945
-0.3%
3.21%
+10.5%
Q4 2019$16,005,000
+6.2%
128,389
+1.9%
2.90%
-1.8%
Q3 2019$15,071,000
+7.6%
126,036
+3.6%
2.96%
+5.0%
Q2 2019$14,011,000
+5.3%
121,668
+0.3%
2.82%
+2.3%
Q1 2019$13,306,000
+12.8%
121,358
+0.8%
2.75%
+1.0%
Q4 2018$11,797,000
-11.1%
120,443
+0.5%
2.73%
+0.8%
Q3 2018$13,269,000
+8.3%
119,865
-0.6%
2.71%
+8.2%
Q2 2018$12,249,000
+1.5%
120,539
+0.9%
2.50%
-2.8%
Q1 2018$12,072,000
-1.8%
119,468
-0.8%
2.57%
+0.4%
Q4 2017$12,288,000
+8.2%
120,438
+0.5%
2.56%
+2.4%
Q3 2017$11,356,000
+2.5%
119,799
+0.2%
2.51%
+0.0%
Q2 2017$11,081,000
+1.2%
119,576
-1.8%
2.50%
-4.8%
Q1 2017$10,949,000
+9.1%
121,733
+3.4%
2.63%
-2.0%
Q4 2016$10,032,000
+0.3%
117,780
-1.1%
2.68%
-1.3%
Q3 2016$9,998,000
+0.5%
119,120
-0.4%
2.72%
-1.7%
Q2 2016$9,953,000
-1.6%
119,576
-3.9%
2.76%
-0.3%
Q1 2014$10,114,000124,4802.77%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2018
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