Wade Financial Advisory, Inc - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$4,198,495
-11.1%
27,021
-7.1%
1.80%
-4.0%
Q2 2023$4,725,222
-13.1%
29,091
-17.6%
1.87%
-18.0%
Q1 2023$5,436,765
+0.5%
35,301
-0.9%
2.28%
-6.8%
Q4 2022$5,408,650
+51.8%
35,618
+35.1%
2.45%
+37.3%
Q3 2022$3,563,000
-22.9%
26,359
-18.2%
1.78%
-18.6%
Q2 2022$4,622,000
+16.4%
32,212
+31.5%
2.19%
+28.7%
Q1 2022$3,972,000
+9.2%
24,495
+15.6%
1.70%
-10.0%
Q4 2021$3,639,000
+11.6%
21,186
-0.2%
1.89%
+2.8%
Q3 2021$3,261,000
-2.2%
21,233
-1.4%
1.84%
+0.7%
Q2 2021$3,334,000
+1.8%
21,538
-3.3%
1.83%
-11.7%
Q1 2021$3,275,000
+3.5%
22,269
-0.6%
2.07%
-2.5%
Q4 2020$3,163,000
+5.8%
22,402
-3.6%
2.12%
-9.9%
Q3 2020$2,989,000
+9.5%
23,234
-0.2%
2.36%
-0.2%
Q2 2020$2,729,000
-4.6%
23,285
-15.8%
2.36%
-17.3%
Q1 2020$2,860,000
+72.9%
27,662
+108.4%
2.85%
+95.3%
Q4 2019$1,654,00013,2721.46%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2020
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