Retirement Group, 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
Retirement Group, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,367,976
-4.8%
15,240
-0.5%
0.99%
-4.7%
Q2 2023$2,487,461
+104371.3%
15,314
-1.0%
1.04%
-4.7%
Q1 2023$2,381
+1.0%
15,461
-0.4%
1.09%
-5.0%
Q4 2022$2,358
-99.3%
15,527
+496.3%
1.14%
+305.3%
Q3 2022$352,000
-84.5%
2,604
-83.6%
0.28%
-70.1%
Q2 2022$2,276,000
-8.5%
15,862
+3.4%
0.94%
-1.8%
Q1 2022$2,487,000
-4.1%
15,338
+1.6%
0.96%
-15.1%
Q4 2021$2,592,000
+12.7%
15,090
+0.8%
1.13%
+6.9%
Q3 2021$2,300,000
+0.7%
14,974
+1.5%
1.06%
-3.7%
Q2 2021$2,283,000
+7.1%
14,748
+1.7%
1.10%
+13.5%
Q1 2021$2,132,000
+3.8%
14,498
-0.4%
0.97%
+2.7%
Q4 2020$2,054,000
+8.6%
14,556
-1.0%
0.94%
-11.1%
Q3 2020$1,891,000
+11.1%
14,700
+1.2%
1.06%
+0.5%
Q2 2020$1,702,000
-0.4%
14,524
+6.0%
1.06%
-5.0%
Q4 2019$1,708,00013,7051.11%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
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