VisionPoint Advisory Group, 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
VisionPoint Advisory Group, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$43,418
-96.9%
267
-97.2%
0.02%
-97.3%
Q1 2021$1,379,000
-0.1%
9,373
-4.2%
0.66%
-5.0%
Q4 2020$1,380,000
-5.1%
9,779
-13.4%
0.70%
+10.8%
Q3 2020$1,454,000
+11.7%
11,297
+6.6%
0.63%
+19.2%
Q2 2020$1,302,000
+87.3%
10,597
+57.7%
0.53%
+62.2%
Q1 2020$695,000
-19.8%
6,721
-3.4%
0.32%
-9.7%
Q4 2019$867,000
+0.7%
6,956
-4.3%
0.36%
+52.5%
Q3 2019$861,000
+12.7%
7,266
+9.6%
0.24%
+7.8%
Q2 2019$764,000
-4.1%
6,632
-8.7%
0.22%
-2.2%
Q1 2019$797,000
+54.5%
7,266
+38.0%
0.22%
+34.1%
Q4 2018$516,0005,2660.17%
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