CONSULTIVA WEALTH MANAGEMENT, CORP. - 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
CONSULTIVA WEALTH MANAGEMENT, CORP. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$210,363
+23.7%
1,353
+29.2%
5.39%
+25.6%
Q2 2023$170,121
+5.5%
1,0470.0%4.29%
+3.9%
Q1 2023$161,303
+1.8%
1,047
+0.4%
4.13%
+0.2%
Q4 2022$158,490
-99.9%
1,043
+0.3%
4.12%
+4.3%
Q3 2022$141,000,000
-5.4%
1,040
+0.4%
3.96%
-5.3%
Q2 2022$149,000,000
-10.8%
1,036
+0.4%
4.18%
+4.1%
Q1 2022$167,000,000
-5.6%
1,032
+0.3%
4.01%
-0.7%
Q4 2021$177,000,000
+12.0%
1,029
+0.3%
4.04%
+11.1%
Q3 2021$158,000,000
+105233.3%
1,026
+0.6%
3.64%
+11.7%
Q1 2021$150,000
+4.2%
1,020
+0.3%
3.26%
-3.2%
Q4 2020$144,000
-8.9%
1,017
-0.6%
3.36%
+4.5%
Q2 2019$158,0001,0233.22%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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