SteelPeak Wealth, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,292,859
+36.2%
14,684
+42.4%
0.14%
+44.0%
Q2 2023$1,683,186
+635.0%
10,313
+628.8%
0.10%
+669.2%
Q1 2022$229,000
-5.8%
1,4150.0%0.01%
-7.1%
Q4 2021$243,000
+12.0%
1,4150.0%0.01%0.0%
Q3 2021$217,000
-0.9%
1,4150.0%0.01%
-6.7%
Q2 2021$219,000
+5.3%
1,4150.0%0.02%
-6.2%
Q1 2021$208,0001,4150.02%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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