CAPSTONE WEALTH MANAGEMENT GROUP, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,193,232
-5.7%
7,679
-1.5%
1.24%
-5.4%
Q2 2023$1,265,672
+3.6%
7,792
-1.8%
1.31%
-3.6%
Q1 2023$1,222,065
+1.9%
7,935
+0.5%
1.36%
+5.0%
Q4 2022$1,198,978
+11.5%
7,896
-0.7%
1.29%
-6.2%
Q3 2022$1,075,000
-5.3%
7,951
+0.5%
1.38%
+0.4%
Q2 2022$1,135,000
-11.1%
7,911
+0.5%
1.37%
+7.3%
Q1 2022$1,277,000
-4.6%
7,873
+1.1%
1.28%
+17.3%
Q4 2021$1,338,0007,7891.09%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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