Principal Street Partners, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,046 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2019. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.

Quarter-by-quarter ownership
Principal Street Partners, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,716,446
+91.3%
23,918
+101.0%
0.74%
+59.3%
Q2 2023$1,942,520
+6.0%
11,9020.0%0.46%
-0.2%
Q1 2023$1,833,100
+1.9%
11,902
+0.5%
0.46%
+2.2%
Q4 2022$1,798,400
+13.0%
11,843
+0.6%
0.45%
+6.8%
Q3 2022$1,592,000
-5.3%
11,775
+0.5%
0.42%
-2.5%
Q2 2022$1,681,000
-11.1%
11,717
+0.5%
0.44%
+0.2%
Q1 2022$1,891,000
-5.2%
11,660
+0.4%
0.43%
-9.6%
Q4 2021$1,994,000
+12.3%
11,610
+0.5%
0.48%
-0.8%
Q3 2021$1,775,000
-0.3%
11,557
+0.5%
0.48%
+3.0%
Q2 2021$1,781,000
+5.7%
11,505
+0.4%
0.47%
+116.6%
Q1 2021$1,685,000
+4.6%
11,455
+0.4%
0.22%
-56.0%
Q4 2020$1,611,000
+10.2%
11,414
+0.9%
0.49%
-4.1%
Q3 2020$1,462,000
+10.8%
11,311
+0.5%
0.51%
+4.3%
Q2 2020$1,319,000
+13.3%
11,2540.0%0.49%
+0.8%
Q1 2020$1,164,000
-16.6%
11,254
+0.5%
0.49%
+57.2%
Q4 2019$1,396,000
+4.7%
11,202
+0.5%
0.31%
-6.9%
Q3 2019$1,333,000
+4.3%
11,149
+0.5%
0.33%
-52.6%
Q2 2019$1,278,00011,0970.70%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2019
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