Halpern Financial, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$69,299
-4.3%
4460.0%0.02%
-4.0%
Q2 2023$72,444
+5.5%
4460.0%0.02%0.0%
Q1 2023$68,688
+1.4%
4460.0%0.02%0.0%
Q4 2022$67,725
+12.3%
4460.0%0.02%
+4.2%
Q3 2022$60,281
-5.8%
4460.0%0.02%
-4.0%
Q2 2022$63,988
-11.5%
4460.0%0.02%
-7.4%
Q1 2022$72,323
-5.6%
4460.0%0.03%
-18.2%
Q4 2021$76,601
+11.8%
4460.0%0.03%
+3.1%
Q3 2021$68,506
-0.8%
4460.0%0.03%
-3.0%
Q2 2021$69,036
+189.7%
446
+175.3%
0.03%
+175.0%
Q1 2021$23,827
+4.2%
1620.0%0.01%0.0%
Q4 2020$22,870
+9.7%
1620.0%0.01%0.0%
Q3 2020$20,8431620.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2021
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