Insight Wealth Strategies, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$296,426
-5.9%
1,908
-1.6%
0.06%
-5.0%
Q2 2023$314,922
+4.5%
1,939
-0.9%
0.06%
+1.7%
Q1 2023$301,370
+1.5%
1,957
+0.1%
0.06%
+3.5%
Q4 2022$297,026
+6.5%
1,956
+0.5%
0.06%
+9.6%
Q3 2022$279,0000.0%1,9470.0%0.05%0.0%
Q2 2022$279,000
-11.4%
1,947
+0.2%
0.05%
+13.0%
Q1 2022$315,000
+48.6%
1,943
+41.0%
0.05%
+53.3%
Q3 2021$212,000
-0.5%
1,378
-0.1%
0.03%0.0%
Q2 2021$213,000
+5.4%
1,379
+0.2%
0.03%
+11.1%
Q1 2021$202,000
-25.5%
1,376
-36.8%
0.03%
-52.6%
Q4 2019$271,000
+23.7%
2,176
+18.9%
0.06%
+11.8%
Q3 2019$219,0001,8300.05%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
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