IMA Advisory Services, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,626 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
IMA Advisory Services, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2022$7,000
-12.5%
550.0%0.00%0.0%
Q2 2022$8,000
-11.1%
550.0%0.00%0.0%
Q1 2022$9,0000.0%550.0%0.00%0.0%
Q4 2021$9,000
-60.9%
55
-62.8%
0.00%
-60.0%
Q3 2021$23,000
-4.2%
148
-3.9%
0.01%
-16.7%
Q2 2021$24,000
-52.9%
154
-55.2%
0.01%
-50.0%
Q1 2021$51,000
+155.0%
344
+72.0%
0.01%
+50.0%
Q2 2018$20,0002000.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 610,365$51,991,00023.72%
Stokes & Hubbell Capital Management, LLC 600,423$51,144,00019.89%
Stanford Investment Group, Inc. 440,441$37,517,00018.28%
Homrich & Berg 1,918,872$163,449,00014.78%
HM Capital Management, LLC 151,998$12,950,00013.18%
Bryn Mawr Capital Management, LLC 149,994$12,776,00013.02%
E&G Advisors, LP 258,021$21,978,00013.02%
MML INVESTORS SERVICES, LLC 133,892$11,405,00012.78%
Retirement Planning Group, LLC 345,086$29,394,0009.40%
Stearns Financial Services Group 405,746$34,561,0008.97%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders