Wellesley Investment Partners, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wellesley Investment Partners, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2020$4,732,000
-47.9%
36,786
-52.5%
1.62%
+0.8%
Q2 2020$9,078,000
+124.0%
77,472
+97.6%
1.60%
-0.4%
Q1 2020$4,053,000
-63.4%
39,209
-55.9%
1.61%
-5.4%
Q4 2019$11,080,000
+116.7%
88,892
+107.9%
1.70%
+1.4%
Q3 2019$5,113,000
+4.7%
42,760
+0.8%
1.68%
-0.2%
Q2 2019$4,885,000
+9.4%
42,424
+4.2%
1.68%
+9.9%
Q1 2019$4,464,000
-44.0%
40,722
-50.0%
1.53%
+7.9%
Q4 2018$7,976,000
+77.6%
81,444
+100.7%
1.42%
-3.1%
Q3 2018$4,492,000
+6.5%
40,582
-2.2%
1.46%
-0.1%
Q2 2018$4,216,000
+2.2%
41,490
+1.6%
1.46%
-1.3%
Q1 2018$4,127,000
-49.4%
40,849
-48.9%
1.48%
-3.9%
Q4 2017$8,162,000
+7.4%
80,008
-0.2%
1.54%
-0.9%
Q3 2017$7,598,000
+2.3%
80,1680.0%1.56%
-0.2%
Q2 2017$7,428,000
+104.1%
80,168
+98.1%
1.56%
-2.9%
Q1 2017$3,640,000
+7.1%
40,477
+1.5%
1.61%
-2.2%
Q4 2016$3,398,000
+0.6%
39,897
-0.9%
1.64%
-5.9%
Q3 2016$3,377,000
-0.5%
40,244
-1.3%
1.75%
-4.4%
Q2 2016$3,394,000
-1.8%
40,781
-4.1%
1.83%
-11.6%
Q1 2016$3,455,000
+6.0%
42,517
+1.4%
2.07%
-7.7%
Q4 2015$3,259,00041,9232.24%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2019
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