IBEX WEALTH ADVISORS - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 622 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2016. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2022$778
-99.9%
5,126
+0.3%
0.18%
-2.2%
Q3 2022$691,000
-6.1%
5,113
-0.4%
0.18%
+6.5%
Q2 2022$736,000
-62.3%
5,131
-57.4%
0.17%
-54.8%
Q1 2022$1,954,000
-11.2%
12,049
-6.0%
0.37%
-4.1%
Q4 2021$2,201,000
+10.3%
12,815
-1.4%
0.39%
+1.6%
Q3 2021$1,995,000
-0.6%
12,991
+0.2%
0.38%
-4.2%
Q2 2021$2,008,000
+89.3%
12,971
+40.7%
0.40%
+31.0%
Q2 2019$1,061,000
-19.4%
9,220
-23.2%
0.31%
-33.6%
Q1 2019$1,316,000
-8.4%
12,003
-18.1%
0.46%
-29.7%
Q4 2018$1,436,000
-8.4%
14,663
+3.9%
0.66%
+16.9%
Q3 2018$1,567,000
+9.8%
14,114
-2.4%
0.56%
-1.8%
Q2 2018$1,427,0000.0%14,4540.0%0.57%
-1.4%
Q1 2018$1,427,000
+9.8%
14,454
+5.9%
0.58%
+20.1%
Q3 2017$1,300,000
+4.6%
13,650
+1.7%
0.48%
-1.4%
Q2 2017$1,243,000
+26.6%
13,424
+17.9%
0.49%
+4.0%
Q4 2016$982,000
-99.9%
11,390
+18.8%
0.47%
+6.6%
Q3 2016$805,000,0009,5880.44%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2016
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