HERITAGE WEALTH MANAGEMENT, 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
HERITAGE WEALTH MANAGEMENT, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2022$5,453,303
+96.5%
35,912
+74.9%
0.78%
-12.7%
Q3 2022$2,775,000
-99.9%
20,532
-15.8%
0.89%
-23.4%
Q2 2022$3,499,078,000
+77244.8%
24,389
-12.6%
1.16%
-4.7%
Q1 2022$4,524,000
+799.4%
27,898
+751.6%
1.22%
+582.7%
Q3 2021$503,000
+0.2%
3,276
+1.1%
0.18%
-5.8%
Q2 2021$502,000
+5.2%
3,2400.0%0.19%
-29.4%
Q1 2021$477,0003,2400.27%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mercer Investments LLC 98,453$15,240,00034.40%
Hubbell Strickland Wealth Management, LLC 349,811$54,147,00032.57%
Paragon Capital Management Ltd 404,080$62,548,00029.17%
Mosaic Advisors LLC 287,602$44,518,00029.02%
360 Financial, Inc. 323,382$50,056,00026.01%
ECLECTIC ASSOCIATES INC /ADV 178,309$27,600,00020.73%
Berkshire Money Management, Inc. 655,925$101,531,00016.34%
Wechter Feldman Wealth Management, Inc. 149,759$23,181,00016.22%
McCarthy Asset Management, Inc. 141,130$21,846,00015.54%
Trek Financial, LLC 865,680$133,999,00014.41%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders