SkyOak Wealth, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$4,628,407
-6.1%
29,788
-1.8%
1.35%
-2.9%
Q2 2023$4,928,559
+6.9%
30,343
+1.4%
1.39%
-0.9%
Q1 2023$4,610,391
+0.3%
29,936
-1.1%
1.41%
-9.0%
Q4 2022$4,594,778
+15.6%
30,259
+2.9%
1.54%
+8.4%
Q3 2022$3,976,000
-8.6%
29,420
-3.0%
1.42%
-4.0%
Q2 2022$4,350,000
-8.6%
30,318
+3.3%
1.48%
+12.2%
Q1 2022$4,760,000
-0.1%
29,354
+5.8%
1.32%
+9.2%
Q4 2021$4,764,000
+14.6%
27,736
+2.5%
1.21%
+8.1%
Q3 2021$4,156,000
+0.8%
27,058
+1.5%
1.12%
+1.4%
Q2 2021$4,125,000
+1.4%
26,647
-0.3%
1.10%
-2.5%
Q1 2021$4,069,000
+8.1%
26,720
+0.2%
1.13%
-3.3%
Q4 2020$3,765,000
+9.6%
26,672
-0.1%
1.17%
-5.2%
Q3 2020$3,435,000
-3.8%
26,701
-12.3%
1.24%
-6.3%
Q2 2020$3,569,000
+426.4%
30,460
+364.8%
1.32%
+279.8%
Q1 2020$678,000
-22.8%
6,554
-6.9%
0.35%
+27.6%
Q4 2019$878,0007,0430.27%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2022
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