Carolina Wealth Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$55,936
-4.3%
3600.0%0.03%
-8.6%
Q2 2023$58,475
-9.2%
360
-13.9%
0.04%
-7.9%
Q1 2023$64,376
+116947.3%
418
+16.1%
0.04%
+8.6%
Q4 2022$55
-99.9%
3600.0%0.04%
-7.9%
Q3 2022$49,000
-5.8%
3600.0%0.04%
+11.8%
Q2 2022$52,000
-10.3%
3600.0%0.03%
-8.1%
Q1 2022$58,000
-6.5%
3600.0%0.04%
+5.7%
Q4 2021$62,000
+12.7%
3600.0%0.04%
-2.8%
Q3 2021$55,000
-1.8%
3600.0%0.04%
-5.3%
Q2 2021$56,000
+5.7%
3600.0%0.04%
-2.6%
Q1 2021$53,000
+3.9%
3600.0%0.04%
-4.9%
Q4 2020$51,000
+325.0%
360
+283.0%
0.04%
+272.7%
Q4 2019$12,000940.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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