Seven Springs Wealth Group, LLC - VANGUARD SPECIALIZED FUNDS ownership

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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%.

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Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$4,548,410
-4.4%
29,273
-0.1%
2.18%
-3.5%
Q2 2023$4,759,493
+4.4%
29,302
-1.1%
2.26%
+0.3%
Q1 2023$4,560,669
+0.8%
29,613
-0.6%
2.25%
+3.1%
Q4 2022$4,524,387
+12.4%
29,7950.0%2.18%
-0.2%
Q3 2022$4,027,000
-6.3%
29,795
-0.6%
2.19%
+1.6%
Q2 2022$4,299,000
-11.6%
29,963
-0.1%
2.15%
-6.6%
Q1 2022$4,865,000
-5.8%
30,004
-0.3%
2.31%
-2.2%
Q4 2021$5,167,000
+11.3%
30,086
-0.5%
2.36%
+3.7%
Q3 2021$4,644,000
-1.0%
30,232
-0.2%
2.28%
+12.1%
Q2 2021$4,690,000
+2.3%
30,298
-2.8%
2.03%
-6.0%
Q1 2021$4,585,000
+4.4%
31,173
+0.2%
2.16%
-4.8%
Q4 2020$4,393,000
+2.5%
31,120
-6.5%
2.27%
-15.7%
Q3 2020$4,284,000
+8.6%
33,296
-1.1%
2.69%
+7.1%
Q2 2020$3,944,000
+13.6%
33,655
+0.2%
2.51%
+2.7%
Q1 2020$3,471,000
+186.2%
33,573
+245.0%
2.45%
+197.2%
Q4 2019$1,213,000–9,731–0.82%–
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Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders