Clear Perspectives Financial Planning, LLC - 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2023$10,484,143
+574.8%
68,074
+565.4%
5.88%
+612.5%
Q4 2022$1,553,595
+10.1%
10,231
-2.0%
0.82%
+19.2%
Q3 2022$1,411,000
-12.0%
10,437
-6.6%
0.69%
+10.7%
Q2 2022$1,603,000
-71.8%
11,172
-68.1%
0.62%
-71.0%
Q1 2022$5,684,000
-45.3%
35,053
-42.1%
2.15%
-48.7%
Q4 2021$10,391,000
+5.8%
60,504
-5.4%
4.20%
-5.6%
Q3 2021$9,823,000
-20.1%
63,950
-19.4%
4.45%
-25.0%
Q2 2021$12,288,000
-3.9%
79,382
-8.7%
5.93%
-20.0%
Q1 2021$12,793,000
+1.8%
86,978
-2.3%
7.41%
-6.9%
Q4 2020$12,564,00088,9977.96%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2022
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