Sterneck Capital Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 720 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2017. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sterneck Capital Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$216,357
+5.5%
1,3320.0%0.13%
+3.1%
Q1 2023$205,141
+1.4%
1,3320.0%0.13%
-3.7%
Q4 2022$202,264
-37.6%
1,332
-44.4%
0.13%
-41.5%
Q3 2022$324,000
-5.8%
2,3960.0%0.23%
-0.4%
Q2 2022$344,000
-11.6%
2,3960.0%0.23%
-1.7%
Q1 2022$389,000
-5.6%
2,3960.0%0.23%
-4.1%
Q4 2021$412,000
+11.4%
2,396
-0.5%
0.24%
+3.4%
Q3 2021$370,000
-2.6%
2,409
+0.5%
0.24%
+0.4%
Q2 2021$380,000
-27.9%
2,396
-53.0%
0.24%
-55.7%
Q1 2020$527,000
-17.0%
5,0960.0%0.53%
+5.1%
Q4 2019$635,000
+4.3%
5,0960.0%0.50%
-9.2%
Q3 2019$609,000
-7.2%
5,096
-10.5%
0.56%
-2.3%
Q2 2019$656,000
+5.0%
5,6960.0%0.57%
+4.2%
Q1 2019$625,000
+12.0%
5,6960.0%0.55%
+0.6%
Q4 2018$558,000
-11.6%
5,6960.0%0.54%
+19.3%
Q3 2018$631,000
+9.5%
5,696
+0.4%
0.46%
+14.0%
Q2 2018$576,000
+0.5%
5,6720.0%0.40%
+18.4%
Q1 2018$573,000
-2.7%
5,672
-1.8%
0.34%
-4.3%
Q4 2017$589,000
+8.5%
5,775
+0.8%
0.35%
+13.2%
Q3 2017$543,000
+4.0%
5,732
+1.8%
0.31%
-0.3%
Q2 2017$522,000
+3.0%
5,6320.0%0.31%
+3.7%
Q1 2017$507,000
+5.6%
5,6320.0%0.30%
-2.6%
Q4 2016$480,000
+1.5%
5,6320.0%0.31%
-1.9%
Q3 2016$473,000
+0.9%
5,6320.0%0.32%
+1.0%
Q2 2016$469,000
+2.4%
5,6320.0%0.31%
-3.1%
Q1 2016$458,000
+4.6%
5,6320.0%0.32%
+15.4%
Q4 2015$438,0005,6320.28%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2017
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 707,346$55,138,00038.35%
Paragon Capital Management Ltd 512,816$39,973,969,00027.52%
HM Capital Management, LLC 172,358$13,436,00016.49%
Sigma Investment Management Co 304,090$23,704,00016.25%
HT Partners LLC 374,554$29,368,779,00015.33%
E&G Advisors, LP 293,068$22,845,00014.76%
Homrich & Berg 1,584,268$123,494,00014.00%
MDE Group 779,443$60,758,00013.98%
Stearns Financial Services Group 396,496$30,907,00011.33%
Berkshire Money Management, Inc. 204,302$15,925,361,00011.11%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders