Cassady Schiller Wealth Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$44,905
-4.3%
2890.0%0.02%0.0%
Q2 2023$46,942
+242.5%
289
+224.7%
0.02%
+316.7%
Q1 2023$13,707
+1.4%
890.0%0.01%
-25.0%
Q4 2022$13,515
-9.9%
890.0%0.01%
-11.1%
Q4 2021$15,000890.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders