West Branch Capital LLC - 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
West Branch Capital LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$43,507
-4.3%
2800.0%0.02%0.0%
Q2 2023$45,481
+5.5%
2800.0%0.02%
-4.2%
Q1 2023$43,123
+1.4%
2800.0%0.02%
-7.7%
Q4 2022$42,518
+11.9%
2800.0%0.03%
+8.3%
Q3 2022$38,000
-5.0%
2800.0%0.02%
+4.3%
Q2 2022$40,000
-11.1%
2800.0%0.02%
+4.5%
Q1 2022$45,000
-6.2%
2800.0%0.02%
+10.0%
Q4 2021$48,000
+11.6%
2800.0%0.02%
-4.8%
Q3 2021$43,0000.0%2800.0%0.02%0.0%
Q2 2021$43,0002800.02%
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