Principal Street Partners, LLC - VANGUARD SPECIALIZED FUNDS ownership

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VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.

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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$1,278,000–11,097–0.70%–
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Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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