Principle Wealth Partners 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
Principle Wealth Partners LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$40,130,495
-5.5%
258,273
-1.2%
4.03%
-5.5%
Q2 2023$42,480,282
+5.6%
261,529
+0.2%
4.27%
-0.7%
Q1 2023$40,216,099
-18.0%
261,127
-19.2%
4.30%
-22.7%
Q4 2022$49,046,077
+12.8%
322,990
+0.4%
5.56%
+35.5%
Q3 2022$43,482,000
+0.1%
321,708
+6.2%
4.10%
-21.6%
Q2 2022$43,452,000
-8.0%
302,866
+4.0%
5.23%
+5.3%
Q1 2022$47,209,000
-0.7%
291,124
+5.2%
4.96%
-0.5%
Q4 2021$47,532,000
+4.0%
276,754
-7.0%
4.99%
-5.4%
Q3 2021$45,705,000
+2.9%
297,556
+3.7%
5.28%
+4.6%
Q2 2021$44,434,000
-0.2%
287,059
-5.2%
5.04%
-3.1%
Q1 2021$44,522,000
+10.9%
302,704
+6.5%
5.21%
-1.5%
Q4 2020$40,128,000
+44.9%
284,256
+32.1%
5.29%
-31.5%
Q3 2020$27,691,000
-3.3%
215,227
-11.9%
7.72%
-8.2%
Q2 2020$28,638,000
+12.2%
244,395
-1.0%
8.41%
-12.2%
Q1 2020$25,519,000
+131.4%
246,823
+179.0%
9.58%
+171.9%
Q4 2019$11,030,000
+9.5%
88,482
+5.0%
3.52%
+1.1%
Q3 2019$10,075,000
+23.0%
84,255
+18.4%
3.48%
-17.4%
Q2 2019$8,194,000
+9.1%
71,149
+3.9%
4.22%
-1.9%
Q1 2019$7,509,000
+22.4%
68,489
+9.4%
4.30%
-16.6%
Q4 2018$6,133,00062,6135.15%
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