SWEENEY & MICHEL, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
SWEENEY & MICHEL, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,220,018
-3.7%
14,051
-0.4%
1.16%
-2.0%
Q2 2023$2,305,109
+4.5%
14,104
+0.2%
1.19%
+1.0%
Q1 2023$2,205,24814,0701.18%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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