FRG Family Wealth Advisors LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$12,165,660
-4.5%
78,296
-0.2%
2.75%
-1.5%
Q2 2023$12,742,555
+5.7%
78,450
+0.2%
2.79%
+1.3%
Q1 2023$12,058,139
-1.0%
78,295
-2.4%
2.76%
-5.1%
Q4 2022$12,182,597
+9.6%
80,228
-2.4%
2.90%
+5.8%
Q3 2022$11,112,000
-5.8%
82,211
+0.0%
2.74%
+0.7%
Q2 2022$11,795,000
-11.9%
82,209
-0.4%
2.72%
+4.6%
Q1 2022$13,391,000
-6.3%
82,578
-0.7%
2.60%
-2.3%
Q4 2021$14,285,000
+10.6%
83,176
-1.1%
2.67%
+5.1%
Q3 2021$12,913,000
-1.5%
84,070
-0.7%
2.54%
+1.9%
Q2 2021$13,108,000
+8.0%
84,684
+2.7%
2.49%
+0.7%
Q1 2021$12,132,000
-0.5%
82,488
-4.5%
2.47%
-6.9%
Q4 2020$12,190,000
+8.7%
86,352
-0.9%
2.66%
-2.6%
Q3 2020$11,212,000
+8.3%
87,146
-1.3%
2.72%
-0.2%
Q2 2020$10,351,000
+11.6%
88,335
-1.6%
2.73%
-3.0%
Q1 2020$9,278,000
-16.4%
89,740
+0.8%
2.82%
+4.8%
Q4 2019$11,102,000
+91.2%
89,055
+83.3%
2.69%
+79.2%
Q3 2019$5,808,000
+69.6%
48,574
+63.3%
1.50%
+66.2%
Q2 2019$3,425,000
+145.2%
29,737
+133.4%
0.90%
+127.8%
Q1 2019$1,397,00012,7400.40%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2021
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