Safeguard Financial, 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
Safeguard Financial, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$725,818
+79051.4%
4,671
-17.3%
0.35%
-20.8%
Q2 2023$917
-4.5%
5,646
-9.4%
0.44%
-24.2%
Q1 2023$960
-7.6%
6,233
-8.9%
0.58%
-21.6%
Q4 2022$1,039
-99.9%
6,843
-14.2%
0.74%
-25.4%
Q3 2022$1,077,000
-1.3%
7,971
+4.8%
1.00%
-23.4%
Q2 2022$1,091,000
+3.2%
7,604
+16.6%
1.30%
-17.6%
Q1 2022$1,057,0006,5201.58%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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