Kathleen S. Wright Associates Inc. - 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
Kathleen S. Wright Associates Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$560,782
-4.3%
3,609
+0.1%
0.31%
-15.8%
Q2 2023$585,730
+5.5%
3,6060.0%0.37%
+2.2%
Q1 2023$555,367
+1.5%
3,606
+0.1%
0.36%
-1.6%
Q4 2022$547,000
+32.1%
3,603
+17.7%
0.37%
+10.4%
Q3 2022$414,000
-5.7%
3,060
+0.1%
0.34%
-8.9%
Q2 2022$439,000
-11.3%
3,057
+0.1%
0.37%
+2.2%
Q1 2022$495,000
-5.5%
3,054
+0.1%
0.36%
-6.5%
Q4 2021$524,0003,0520.39%
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