BOURGEON CAPITAL MANAGEMENT LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$18,335
-4.3%
1180.0%0.00%0.0%
Q2 2023$19,167
+5.5%
1180.0%0.00%0.0%
Q1 2023$18,174
+1.4%
1180.0%0.00%0.0%
Q4 2022$17,918
+12.0%
1180.0%0.00%0.0%
Q3 2022$16,000
-5.9%
1180.0%0.00%0.0%
Q2 2022$17,000
-10.5%
1180.0%0.00%0.0%
Q1 2022$19,000
-5.0%
1180.0%0.00%0.0%
Q4 2021$20,000
+11.1%
1180.0%0.00%0.0%
Q3 2021$18,0000.0%1180.0%0.00%0.0%
Q2 2021$18,000
+5.9%
1180.0%0.00%0.0%
Q1 2021$17,000
+54.5%
118
+47.5%
0.00%
+33.3%
Q4 2020$11,000
+37.5%
80
+3.9%
0.00%
-25.0%
Q1 2020$8,000
-20.0%
770.0%0.00%
-20.0%
Q4 2019$10,000770.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2022
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders