FIDELIS iM, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
FIDELIS iM, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$25,089
-99.9%
161,469
+0.2%
14.70%
-1.2%
Q2 2023$26,168,454
+7.1%
161,106
+1.6%
14.87%
+2.0%
Q1 2023$24,433,028
+8.5%
158,646
+7.0%
14.58%
-0.7%
Q4 2022$22,523,988
+9.8%
148,330
-2.3%
14.69%
+2.8%
Q3 2022$20,511,000
-4.1%
151,754
+1.8%
14.30%
-0.0%
Q2 2022$21,391,000
-16.0%
149,100
-5.1%
14.30%
-4.5%
Q1 2022$25,471,000
-3.7%
157,070
+2.0%
14.97%
-0.9%
Q4 2021$26,446,000
+14.1%
153,980
+2.1%
15.11%
+5.1%
Q3 2021$23,176,000150,88414.38%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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