Wells Financial Advisors INC - 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 Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$823,514
-4.3%
5,3000.0%0.64%
-1.5%
Q2 2023$860,879
+5.5%
5,3000.0%0.65%0.0%
Q1 2023$816,253
+1.4%
5,3000.0%0.65%
-2.4%
Q4 2022$804,805
+12.4%
5,3000.0%0.67%
-3.9%
Q3 2022$716,000
-4.0%
5,300
+1.9%
0.69%
+2.8%
Q2 2022$746,000
-11.5%
5,2000.0%0.67%
-4.3%
Q1 2022$843,000
-5.6%
5,2000.0%0.70%
-1.1%
Q4 2021$893,000
+11.8%
5,2000.0%0.71%
+5.5%
Q3 2021$799,000
-0.7%
5,2000.0%0.68%
-0.6%
Q2 2021$805,000
+5.2%
5,2000.0%0.68%
-1.0%
Q1 2021$765,000
+4.2%
5,2000.0%0.69%
+9.4%
Q4 2020$734,0005,2000.63%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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