Charles Schwab Trust Co - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
Charles Schwab Trust Co ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2022$333,000
-14.0%
2,321
-7.8%
0.07%
-9.2%
Q3 2021$387,000
-0.8%
2,5170.0%0.08%
-1.3%
Q2 2021$390,000
-25.1%
2,517
-28.4%
0.08%
-28.7%
Q1 2021$521,000
+36.0%
3,517
+29.5%
0.11%
+17.4%
Q4 2020$383,000
+5.5%
2,716
-3.7%
0.09%
-17.1%
Q3 2020$363,000
+16.7%
2,819
+6.2%
0.11%
+7.8%
Q2 2020$311,000
+50.2%
2,655
+32.8%
0.10%
+19.8%
Q1 2020$207,000
-66.1%
2,000
-59.2%
0.09%
-63.9%
Q4 2019$611,000
+1.3%
4,905
-3.9%
0.24%
-15.3%
Q3 2019$603,0005,1050.28%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
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