Bell Rock Capital LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 841 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2022$317,000
+11.6%
2,343
+32.0%
0.39%
+47.9%
Q1 2022$284,000
-26.2%
1,775
-20.7%
0.26%
-6.4%
Q4 2021$385,000
+102.6%
2,237
+47.8%
0.28%
+72.6%
Q4 2019$190,000
+4.4%
1,514
+0.4%
0.16%
+1.9%
Q3 2019$182,000
+5.8%
1,508
+0.3%
0.16%
+6.6%
Q2 2019$172,000
+5.5%
1,503
+0.6%
0.15%
+60.6%
Q1 2019$163,000
+10.9%
1,494
-0.7%
0.09%
-5.1%
Q4 2018$147,000
-9.8%
1,505
+2.6%
0.10%
+23.8%
Q3 2018$163,000
-13.3%
1,467
-20.8%
0.08%
-15.8%
Q2 2018$188,000
+11.2%
1,852
+11.1%
0.10%
+5.6%
Q1 2018$169,000
+12.7%
1,667
+13.6%
0.09%
+11.1%
Q4 2017$150,000
+9.5%
1,468
+0.7%
0.08%
+3.8%
Q3 2017$137,000
-2.1%
1,458
-2.3%
0.08%
-9.3%
Q2 2017$140,000
+5.3%
1,493
+1.7%
0.09%
-30.1%
Q1 2017$133,000
+13.7%
1,468
+5.8%
0.12%0.0%
Q4 2016$117,0001,3880.12%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2018
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