180 WEALTH ADVISORS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
180 WEALTH ADVISORS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$7,417,395
-5.3%
47,737
-1.0%
1.67%
-3.0%
Q2 2023$7,830,650
+4.1%
48,212
-1.3%
1.72%
-1.7%
Q1 2023$7,520,783
+0.0%
48,833
+0.9%
1.75%
-1.1%
Q4 2022$7,520,301
+15.1%
48,375
+0.1%
1.77%
-1.6%
Q3 2022$6,532,000
-7.5%
48,328
-0.9%
1.80%
-0.3%
Q2 2022$7,062,000
-10.4%
48,757
+0.1%
1.80%
+4.8%
Q1 2022$7,885,000
+1.3%
48,685
-0.0%
1.72%
-1.5%
Q4 2021$7,782,000
-1.0%
48,704
-0.6%
1.75%
+0.9%
Q3 2021$7,857,000
-1.6%
49,008
-1.3%
1.73%
-5.2%
Q2 2021$7,982,000
+3.5%
49,637
-0.5%
1.82%
-4.6%
Q1 2021$7,713,000
+6.8%
49,896
-2.5%
1.91%
-8.2%
Q4 2020$7,220,000
+4.5%
51,175
-1.9%
2.08%
-19.6%
Q3 2020$6,912,000
+5.1%
52,143
-2.7%
2.59%
-0.8%
Q2 2020$6,574,000
+14.0%
53,595
-5.3%
2.61%
-12.7%
Q1 2020$5,767,000
-13.1%
56,597
+8.3%
2.99%
+13.2%
Q4 2019$6,634,000
+9.6%
52,242
+2.7%
2.64%
-1.2%
Q3 2019$6,051,000
+10.9%
50,852
+9.0%
2.68%
+9.0%
Q2 2019$5,455,000
+18.9%
46,640
+13.2%
2.46%
+18.0%
Q1 2019$4,586,000
+41.3%
41,192
+40.5%
2.08%
+37.4%
Q4 2018$3,246,000
-0.9%
29,321
-0.9%
1.52%
+0.1%
Q3 2018$3,275,000
+16.8%
29,582
+7.2%
1.51%
+9.0%
Q2 2018$2,803,000
+18.2%
27,586
+17.5%
1.39%
+12.7%
Q1 2018$2,372,000
+77.8%
23,473
+79.5%
1.23%
+81.4%
Q4 2017$1,334,00013,0790.68%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
NameSharesValueWeighting ↓
Mercer Investments LLC 98,453$15,240,00034.40%
Hubbell Strickland Wealth Management, LLC 349,811$54,147,00032.57%
Paragon Capital Management Ltd 404,080$62,548,00029.17%
Mosaic Advisors LLC 287,602$44,518,00029.02%
360 Financial, Inc. 323,382$50,056,00026.01%
ECLECTIC ASSOCIATES INC /ADV 178,309$27,600,00020.73%
Berkshire Money Management, Inc. 655,925$101,531,00016.34%
Wechter Feldman Wealth Management, Inc. 149,759$23,181,00016.22%
McCarthy Asset Management, Inc. 141,130$21,846,00015.54%
Trek Financial, LLC 865,680$133,999,00014.41%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders