BARRETT & COMPANY, INC. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,100,521
-4.2%
7,083
+0.1%
0.65%
-2.7%
Q2 2023$1,149,099
+11.1%
7,074
+5.3%
0.67%
+1.7%
Q1 2023$1,034,243
+1.6%
6,715
+0.1%
0.66%
-2.7%
Q4 2022$1,018,4160.0%6,7070.0%0.67%0.0%
Q3 2022$1,018,4166,7070.67%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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