MJP ASSOCIATES INC /ADV - 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
MJP ASSOCIATES INC /ADV ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$45,038,833
-7.0%
289,862
-2.7%
13.08%
-17.4%
Q2 2023$48,409,717
+12.7%
298,034
+6.9%
15.83%
+20.5%
Q1 2023$42,944,466
+20.2%
278,842
+18.5%
13.14%
+26.3%
Q4 2022$35,719,596
-2.4%
235,229
-13.1%
10.41%
-4.9%
Q3 2022$36,605,000
-3.6%
270,824
+2.4%
10.95%
+2.9%
Q2 2022$37,959,000
+7.0%
264,575
+21.0%
10.64%
+19.4%
Q1 2022$35,465,000
+142.1%
218,666
+155.5%
8.91%
+105.1%
Q4 2021$14,650,000
+13.3%
85,579
+1.7%
4.35%
-0.7%
Q3 2021$12,930,000
+4.6%
84,178
+5.4%
4.38%
+5.8%
Q2 2021$12,359,000
+8.2%
79,844
+2.8%
4.14%
-10.8%
Q1 2021$11,424,000
-49.9%
77,670
-51.9%
4.64%
-51.7%
Q4 2020$22,799,000161,5019.60%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2023
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