MA Private Wealth - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,023 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$903,734
-23.3%
5,816
-19.8%
0.21%
-21.6%
Q2 2023$1,177,899
-2.3%
7,252
-7.4%
0.27%
-6.8%
Q1 2023$1,206,108
-24.5%
7,831
-25.6%
0.29%
-23.9%
Q4 2022$1,598,137
+3.2%
10,524
-2.6%
0.38%0.0%
Q3 2022$1,549,000
+0.1%
10,802
+0.0%
0.38%
+2.1%
Q2 2022$1,548,000
-21.4%
10,800
-11.1%
0.38%
+5.0%
Q1 2022$1,969,000
+4.0%
12,142
+10.1%
0.36%
+5.6%
Q4 2021$1,894,000
+12.1%
11,027
+0.3%
0.34%
+2.4%
Q3 2021$1,689,000
-4.0%
10,993
-3.3%
0.33%
-5.1%
Q2 2021$1,759,000
-15.7%
11,366
-19.9%
0.35%
-19.5%
Q1 2021$2,086,000
-6.7%
14,181
-10.5%
0.44%
-14.9%
Q4 2020$2,236,000
+8.2%
15,839
-1.4%
0.51%
+4.9%
Q3 2020$2,066,000
+9.5%
16,057
-0.3%
0.49%
+3.2%
Q2 2020$1,887,000
-31.4%
16,101
-39.5%
0.47%
-41.6%
Q1 2020$2,750,000
-26.4%
26,600
-11.3%
0.81%
-29.6%
Q4 2019$3,738,000
-15.2%
29,983
-18.6%
1.15%
-7.4%
Q3 2019$4,406,000
+6.5%
36,843
+2.6%
1.24%
+2.7%
Q2 2019$4,136,000
+6.0%
35,916
+0.9%
1.20%
-2.7%
Q1 2019$3,902,000
+16.0%
35,588
+3.6%
1.24%
-3.0%
Q4 2018$3,364,00034,3431.28%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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