WILLNER & HELLER, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2022$684,071
+12.9%
4,505
+0.4%
0.97%
-0.6%
Q3 2022$606,000
-6.2%
4,486
-0.3%
0.98%
-2.7%
Q2 2022$646,000
-18.1%
4,500
-2.1%
1.00%
+3.6%
Q1 2022$789,000
+9.9%
4,595
-1.6%
0.97%
+1.6%
Q4 2021$718,0004,6720.96%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
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