Phoenix Wealth Advisors - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2022$202,000
-38.6%
1,405
-31.0%
0.20%
-41.5%
Q1 2022$329,000
-6.0%
2,0370.0%0.34%
+28.8%
Q4 2021$350,000
+11.8%
2,0370.0%0.26%
+12.8%
Q3 2021$313,000
-1.6%
2,0370.0%0.23%
+2.2%
Q2 2021$318,000
+5.3%
2,0370.0%0.23%
-2.6%
Q1 2021$302,000
+12.7%
2,037
+7.4%
0.24%
+15.2%
Q4 2020$268,0001,8970.20%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2021
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