Fermata Advisors, 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
Fermata Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$260,840
-2.1%
1,678
-4.3%
0.07%
-7.6%
Q4 2022$266,327
+14.8%
1,754
+2.2%
0.08%
+3.9%
Q3 2022$232,000
-45.3%
1,717
-41.9%
0.08%
-48.6%
Q2 2022$424,000
-16.0%
2,954
-5.2%
0.15%
-21.7%
Q1 2022$505,000
-15.0%
3,117
-9.9%
0.19%
-12.9%
Q4 2021$594,000
-11.9%
3,459
-21.2%
0.22%
-27.2%
Q3 2021$674,000
-13.1%
4,387
-12.5%
0.30%
-33.9%
Q2 2021$776,0005,0120.45%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2022
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders