Legacy Private Trust Co. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 841 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$469,247
-7.9%
3,020
-3.7%
0.04%
-4.8%
Q2 2023$509,542
+9.6%
3,137
+3.9%
0.04%
+5.0%
Q1 2023$465,110
-0.2%
3,020
-1.6%
0.04%
-4.8%
Q4 2022$466,179
+12.3%
3,0700.0%0.04%
+7.7%
Q3 2022$415,000
-5.7%
3,0700.0%0.04%0.0%
Q2 2022$440,000
-11.6%
3,0700.0%0.04%0.0%
Q1 2022$498,000
-5.5%
3,0700.0%0.04%
-2.5%
Q4 2021$527,000
+11.7%
3,0700.0%0.04%
+5.3%
Q3 2021$472,000
-0.6%
3,0700.0%0.04%
-5.0%
Q2 2021$475,000
+3.9%
3,070
-1.2%
0.04%
-2.4%
Q1 2021$457,000
+4.1%
3,1080.0%0.04%0.0%
Q4 2020$439,000
+9.8%
3,1080.0%0.04%0.0%
Q3 2020$400,000
+9.9%
3,1080.0%0.04%
+2.5%
Q2 2020$364,000
+13.4%
3,1080.0%0.04%
-4.8%
Q1 2020$321,000
-20.9%
3,108
-4.5%
0.04%0.0%
Q4 2019$406,000
+4.4%
3,2530.0%0.04%
-4.5%
Q3 2019$389,000
+1.8%
3,253
-2.0%
0.04%
+2.3%
Q2 2019$382,000
+4.9%
3,3180.0%0.04%0.0%
Q1 2019$364,000
-23.8%
3,318
-32.0%
0.04%
-30.6%
Q4 2018$478,000
+37.0%
4,878
+54.9%
0.06%
+59.0%
Q3 2018$349,000
+9.1%
3,1500.0%0.04%
+2.6%
Q2 2018$320,000
+0.6%
3,1500.0%0.04%
+2.7%
Q1 2018$318,000
-15.4%
3,150
-14.5%
0.04%
-15.9%
Q4 2017$376,000
+9.3%
3,685
+1.5%
0.04%
+4.8%
Q3 2017$344,000
+7.5%
3,630
+5.2%
0.04%
+5.0%
Q2 2017$320,000
+3.2%
3,4500.0%0.04%0.0%
Q1 2017$310,0003,4500.04%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2018
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 432,829$49,845,00028.32%
Stuart Chaussee & Associates, Inc. 330,025$38,006,00023.53%
DERBY & COMPANY, INC 343,737$39,585,00020.05%
Mercer Investments LLC 6,319$727,731,00015.38%
VPR Management LLC 340,185$39,176,00014.78%
Zions Bancorporation, N.A. 851,683$98,080,00014.36%
Berkshire Money Management, Inc. 575,389$66,262,00014.01%
Homrich & Berg 2,278,929$262,442,00013.88%
E&G Advisors, LP 252,390$29,065,00012.40%
FundX Investment Group, LLC 245,779$28,304,00011.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders