LAKE STREET PRIVATE WEALTH, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,545,465
-3.6%
16,307
+0.3%
0.46%
-1.3%
Q2 2023$2,640,528
+1.9%
16,256
-3.4%
0.46%
-4.1%
Q1 2023$2,592,205
+0.9%
16,831
-0.5%
0.48%
-8.9%
Q4 2022$2,569,185
+16.4%
16,919
+3.6%
0.53%
+4.7%
Q3 2022$2,208,000
-2.9%
16,335
+3.1%
0.51%
+5.8%
Q2 2022$2,273,000
-22.4%
15,840
-12.3%
0.48%
-8.9%
Q1 2022$2,930,000
-6.0%
18,067
-0.4%
0.53%
-3.8%
Q4 2021$3,116,000
+154.0%
18,144
+127.1%
0.55%
+83.6%
Q3 2021$1,227,000
-1.3%
7,9880.0%0.30%
-5.7%
Q2 2021$1,243,000
+5.8%
7,9880.0%0.32%
-2.8%
Q1 2021$1,175,000
+7.2%
7,988
+2.9%
0.32%
+2.8%
Q4 2020$1,096,000
+193.8%
7,764
+167.6%
0.32%
+152.8%
Q3 2020$373,000
-4.8%
2,901
-13.4%
0.12%
-13.8%
Q2 2020$392,000
+11.4%
3,351
-1.6%
0.14%
-9.4%
Q1 2020$352,000
-36.7%
3,405
-23.7%
0.16%
-24.9%
Q4 2019$556,000
+4.1%
4,4640.0%0.21%
-12.3%
Q3 2019$534,000
+3.9%
4,4640.0%0.24%
-19.8%
Q2 2019$514,000
-6.5%
4,464
-10.9%
0.30%
-19.8%
Q1 2019$550,0005,0120.38%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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