Costello Asset Management, INC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$5,283
-4.3%
340.0%0.01%0.0%
Q2 2023$5,523
+5.5%
340.0%0.01%0.0%
Q1 2023$5,236
+1.4%
340.0%0.01%0.0%
Q4 2022$5,163
+3.3%
340.0%0.01%0.0%
Q3 2022$5,0000.0%340.0%0.01%
+25.0%
Q2 2022$5,000
-16.7%
340.0%0.00%0.0%
Q1 2022$6,000
-50.0%
34
-57.5%
0.00%
-50.0%
Q2 2021$12,0000.0%800.0%0.01%0.0%
Q1 2021$12,000
+9.1%
800.0%0.01%0.0%
Q4 2020$11,000
+10.0%
800.0%0.01%
-11.1%
Q3 2020$10,000800.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2023
NameSharesValueWeighting ↓
Mercer Investments LLC 98,453$15,240,00034.40%
Hubbell Strickland Wealth Management, LLC 349,811$54,147,00032.57%
Paragon Capital Management Ltd 404,080$62,548,00029.17%
Mosaic Advisors LLC 287,602$44,518,00029.02%
360 Financial, Inc. 323,382$50,056,00026.01%
ECLECTIC ASSOCIATES INC /ADV 178,309$27,600,00020.73%
Berkshire Money Management, Inc. 655,925$101,531,00016.34%
Wechter Feldman Wealth Management, Inc. 149,759$23,181,00016.22%
McCarthy Asset Management, Inc. 141,130$21,846,00015.54%
Trek Financial, LLC 865,680$133,999,00014.41%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders