Kellett Wealth Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Kellett Wealth Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$206,053
+1.0%
1,326
+5.6%
0.18%
-4.3%
Q2 2023$203,948
-17.9%
1,256
-23.2%
0.18%
-23.2%
Q4 2022$248,288
+2.2%
1,635
+0.1%
0.24%
-18.6%
Q3 2022$243,000
-2.8%
1,634
-6.3%
0.30%
-8.4%
Q2 2022$250,000
-11.7%
1,744
+0.1%
0.32%
+44.8%
Q1 2022$283,000
+24.7%
1,743
+31.7%
0.22%
+28.2%
Q4 2021$227,0001,3230.17%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
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