FirstPurpose Wealth 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
FirstPurpose Wealth LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$594,795
-11.6%
3,828
-7.6%
0.26%
-10.8%
Q2 2023$673,110
+32.9%
4,144
+26.0%
0.29%
+15.2%
Q1 2023$506,539
+7.8%
3,289
+6.3%
0.25%
-4.6%
Q4 2022$469,672
+13.7%
3,093
+1.2%
0.26%
-3.7%
Q3 2022$413,000
+9.8%
3,056
+16.6%
0.27%
+7.5%
Q2 2022$376,000
-43.5%
2,622
-36.1%
0.25%
-51.3%
Q1 2022$666,000
+21.8%
4,106
+29.0%
0.52%
+50.9%
Q4 2021$547,0003,1840.34%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2022
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