Windsor Wealth Management, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$822
-4.4%
5,293
+0.0%
0.15%
-1.9%
Q2 2023$860
+5.1%
5,2920.0%0.15%
-3.1%
Q1 2023$818
-7.7%
5,292
-7.7%
0.16%
-13.1%
Q4 2022$886
-99.9%
5,734
+4.3%
0.18%
-2.7%
Q3 2022$754,000
-7.4%
5,500
-2.1%
0.19%
-9.6%
Q2 2022$814,000
-37.6%
5,616
-30.0%
0.21%
-13.7%
Q1 2022$1,305,000
-12.6%
8,028
-7.4%
0.24%
-12.0%
Q4 2021$1,493,000
+14.0%
8,669
+2.7%
0.27%0.0%
Q3 2021$1,310,000
+0.9%
8,443
+0.6%
0.27%
-2.5%
Q2 2021$1,298,000
+2.9%
8,389
-2.1%
0.28%
-6.6%
Q1 2021$1,261,000
+0.9%
8,570
-3.2%
0.30%
-5.3%
Q4 2020$1,250,000
+6.9%
8,852
-1.1%
0.32%
-6.5%
Q3 2020$1,169,000
+7.1%
8,946
-4.0%
0.34%
-2.0%
Q2 2020$1,092,000
+8.4%
9,323
-4.3%
0.35%
-14.5%
Q1 2020$1,007,000
+0.6%
9,738
+21.3%
0.41%
+10.3%
Q4 2019$1,001,000
+7.8%
8,026
+0.4%
0.37%
-9.1%
Q3 2019$929,000
-1.8%
7,992
-2.0%
0.40%
-2.4%
Q2 2019$946,000
+25.8%
8,159
+18.9%
0.42%
-1.7%
Q1 2019$752,000
+19.7%
6,860
+7.0%
0.42%
-1.9%
Q4 2018$628,000
-5.1%
6,411
+7.3%
0.43%0.0%
Q3 2018$662,000
+34.6%
5,977
+23.5%
0.43%
+11.7%
Q2 2018$492,000
+4.9%
4,840
+4.3%
0.38%
-2.8%
Q1 2018$469,000
-0.8%
4,6400.0%0.40%
-2.7%
Q4 2017$473,0004,6400.41%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders