Summit Global Investments - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$953
+5.0%
5,867
-0.5%
0.06%
-10.0%
Q1 2023$908
-99.9%
5,897
+5.9%
0.07%0.0%
Q2 2022$799,000
-16.2%
5,569
-5.3%
0.07%0.0%
Q1 2022$953,000
-34.5%
5,878
-30.7%
0.07%
-24.7%
Q4 2021$1,456,000
+8.3%
8,479
-3.1%
0.09%
-7.9%
Q3 2021$1,344,000
-11.8%
8,753
-11.1%
0.10%
+11.0%
Q2 2021$1,524,000
-84.2%
9,847
-85.0%
0.09%
-85.3%
Q1 2021$9,675,00065,7810.62%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
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