Concord Wealth Partners - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$216,367
+79.5%
1,393
+87.7%
0.05%
+76.9%
Q2 2023$120,517
-26.1%
742
-29.9%
0.03%
-43.5%
Q1 2023$163,090
+1.8%
1,059
+0.4%
0.05%
-4.2%
Q4 2022$160,242
+6.8%
1,055
+0.8%
0.05%
+17.1%
Q2 2022$150,000
-11.2%
1,047
+0.3%
0.04%
-6.8%
Q1 2022$169,000
-5.6%
1,044
+0.3%
0.04%0.0%
Q4 2021$179,0001,0410.04%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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