WEALTH ADVISORS, INC. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
WEALTH ADVISORS, INC. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$6,557,112
-6.7%
42,200
-2.6%
2.94%
-2.0%
Q2 2023$7,025,448
-6.0%
43,313
-10.2%
3.00%
-15.7%
Q1 2023$7,474,231
+4.2%
48,208
+2.0%
3.55%
-6.8%
Q4 2022$7,175,103
-7.2%
47,251
-17.4%
3.81%
-3.2%
Q3 2022$7,731,000
-5.3%
57,198
+0.5%
3.94%
-0.7%
Q2 2022$8,167,000
-9.2%
56,926
+2.7%
3.96%
+22.0%
Q1 2022$8,990,000
-3.6%
55,442
+2.1%
3.25%
+0.4%
Q4 2021$9,328,000
+9.0%
54,311
-2.4%
3.24%
-3.2%
Q3 2021$8,556,000
-4.0%
55,656
-1.0%
3.34%
+3.1%
Q2 2021$8,911,000
+6.8%
56,200
+2.4%
3.24%
-2.2%
Q1 2021$8,344,000
+12.4%
54,903
+4.4%
3.32%
+1.3%
Q4 2020$7,426,000
+19.4%
52,601
+1.1%
3.27%
+12.9%
Q3 2020$6,218,000
+19.9%
52,027
+6.5%
2.90%
+5.3%
Q2 2020$5,184,000
+25.0%
48,835
+31.0%
2.75%
+0.3%
Q1 2020$4,146,000
+156.6%
37,265
+200.5%
2.74%
+197.9%
Q4 2019$1,616,00012,4020.92%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2022
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