High Net Worth Advisory Group 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
High Net Worth Advisory Group LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2023$11,088,884
+9.1%
65,070
-0.5%
4.12%
+1.2%
Q3 2023$10,159,851
-3.6%
65,381
+0.7%
4.07%
-0.5%
Q2 2023$10,543,968
+6.0%
64,909
+0.5%
4.09%
+1.0%
Q1 2023$9,943,184
+2.8%
64,557
+1.3%
4.05%
+7.7%
Q4 2022$9,672,573
+18.4%
63,698
+5.4%
3.76%
+7.7%
Q3 2022$8,168,000
-3.4%
60,432
+2.6%
3.49%
-0.5%
Q2 2022$8,454,000
-5.9%
58,924
+6.4%
3.51%
+7.5%
Q1 2022$8,980,000
-4.9%
55,377
+0.7%
3.26%
-1.0%
Q4 2021$9,446,00055,0013.30%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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