Cascade Investment Advisors, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
Cascade Investment Advisors, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2023$26,952
-99.9%
1750.0%0.02%
+5.0%
Q2 2022$25,107,000
-11.5%
1750.0%0.02%
+17.6%
Q1 2022$28,378,000
-5.6%
1750.0%0.02%
-5.6%
Q4 2021$30,056,000
+11.8%
1750.0%0.02%0.0%
Q3 2021$26,880,000
-0.8%
1750.0%0.02%
+5.9%
Q2 2021$27,088,000
+5.2%
1750.0%0.02%0.0%
Q1 2021$25,739,000
-8.8%
175
-12.5%
0.02%
-19.0%
Q4 2020$28,234,000
+9.7%
2000.0%0.02%
-4.5%
Q3 2020$25,732,000
+9.8%
2000.0%0.02%0.0%
Q2 2020$23,436,000
+13.3%
2000.0%0.02%
-4.3%
Q1 2020$20,678,000
-17.1%
2000.0%0.02%
+21.1%
Q4 2019$24,932,000
+4.2%
2000.0%0.02%
+5.6%
Q3 2019$23,916,000
+3.8%
2000.0%0.02%
-10.0%
Q2 2019$23,032,000
+5.0%
2000.0%0.02%0.0%
Q1 2019$21,928,000
+11.9%
2000.0%0.02%0.0%
Q4 2018$19,590,000
-11.5%
2000.0%0.02%
+5.3%
Q3 2018$22,140,0002000.02%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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