Fermata Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 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 Q3 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