Global Wealth Management Investment Advisory, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Global Wealth Management Investment Advisory, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$106,125
-4.3%
6830.0%0.03%0.0%
Q2 2023$110,940
+2673.5%
683
+2632.0%
0.03%
+2900.0%
Q2 2022$4,0000.0%250.0%0.00%0.0%
Q1 2022$4,0000.0%250.0%0.00%0.0%
Q4 2021$4,000
+100.0%
25
+78.6%
0.00%0.0%
Q3 2021$2,0000.0%140.0%0.00%0.0%
Q2 2021$2,0000.0%140.0%0.00%0.0%
Q1 2021$2,000
-33.3%
14
-22.2%
0.00%0.0%
Q4 2020$3,000
-92.7%
18
-94.9%
0.00%
-94.4%
Q2 2020$41,000
+13.9%
3510.0%0.02%0.0%
Q1 2020$36,000
-18.2%
3510.0%0.02%
-5.3%
Q4 2019$44,000
+4.8%
3510.0%0.02%0.0%
Q3 2019$42,000
+5.0%
3510.0%0.02%0.0%
Q2 2019$40,000
+5.3%
3510.0%0.02%
-5.0%
Q1 2019$38,000
+11.8%
3510.0%0.02%0.0%
Q4 2018$34,0003510.02%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
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