WCG Wealth Advisors LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,971 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2024$3,001
+1.6%
16,438
+1.6%
0.22%
-10.1%
Q1 2024$2,954
-14.7%
16,177
-20.4%
0.25%
-3.1%
Q4 2023$3,464
+12.4%
20,326
+2.5%
0.26%
+12.8%
Q3 2023$3,082
-99.2%
19,833
+580.4%
0.23%
+334.6%
Q3 2022$394,0002,9150.05%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 610,365$51,991,00023.72%
Stokes & Hubbell Capital Management, LLC 600,423$51,144,00019.89%
Stanford Investment Group, Inc. 440,441$37,517,00018.28%
Homrich & Berg 1,918,872$163,449,00014.78%
HM Capital Management, LLC 151,998$12,950,00013.18%
Bryn Mawr Capital Management, LLC 149,994$12,776,00013.02%
E&G Advisors, LP 258,021$21,978,00013.02%
MML INVESTORS SERVICES, LLC 133,892$11,405,00012.78%
Retirement Planning Group, LLC 345,086$29,394,0009.40%
Stearns Financial Services Group 405,746$34,561,0008.97%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders