Goepper Burkhardt LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
Goepper Burkhardt LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$17,865,552
-3.1%
114,980
+1.3%
10.90%
-2.0%
Q2 2023$18,433,814
+8.9%
113,488
+3.2%
11.12%
+0.4%
Q1 2023$16,932,127
+6.0%
109,941
+4.5%
11.08%
-0.9%
Q4 2022$15,969,873
+9.5%
105,169
-2.6%
11.18%
+3.0%
Q3 2022$14,591,000
-7.0%
107,956
-1.3%
10.85%
-1.9%
Q2 2022$15,695,000
-11.7%
109,394
-0.2%
11.06%
+2.5%
Q1 2022$17,780,000
-3.1%
109,642
+2.6%
10.79%
-1.0%
Q4 2021$18,348,000
+9.7%
106,829
-1.9%
10.90%
+2.3%
Q3 2021$16,721,000
-3.8%
108,859
-3.0%
10.66%
-2.8%
Q2 2021$17,378,000
+0.8%
112,270
-4.2%
10.97%
-6.4%
Q1 2021$17,245,000
+1.7%
117,246
-2.4%
11.72%
-4.7%
Q4 2020$16,953,000120,09212.30%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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