Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$750,926
-1.3%
4,833
+3.1%
0.07%
-20.2%
Q2 2023$761,088
+5.5%
4,6860.0%0.09%
+3.5%
Q1 2023$721,635
-1.2%
4,686
-2.5%
0.09%
-11.3%
Q4 2022$730,141
+11.5%
4,808
-0.7%
0.10%
-2.0%
Q3 2022$655,000
-4.0%
4,843
+1.8%
0.10%
-2.0%
Q2 2022$682,000
-17.8%
4,756
-7.0%
0.10%
-7.3%
Q1 2022$830,000
-87.3%
5,116
-86.6%
0.11%
-87.4%
Q4 2021$6,534,000
+784.2%
38,041
+690.2%
0.86%
+708.4%
Q3 2021$739,000
-13.7%
4,814
-13.0%
0.11%
+2.9%
Q2 2021$856,000
+167.5%
5,531
+153.7%
0.10%
+96.2%
Q1 2021$320,000
+51.7%
2,180
+45.4%
0.05%
+20.5%
Q4 2020$211,000
-99.8%
1,499
+79.3%
0.04%
-21.4%
Q3 2020$112,213,000
+11.2%
836
+0.1%
0.06%0.0%
Q2 2020$100,919,000
+16.9%
8350.0%0.06%
+1.8%
Q1 2020$86,347,000
-20.6%
8350.0%0.06%
-15.4%
Q4 2019$108,691,0008350.06%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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