Coe Capital Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 910 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2021$815,000
+14.5%
5,268
+8.8%
0.77%
+7.4%
Q1 2021$712,000
+7.2%
4,840
+3.0%
0.72%
-1.5%
Q4 2020$664,000
+8.1%
4,701
-1.5%
0.73%
-11.9%
Q3 2020$614,000
+10.0%
4,771
+0.2%
0.82%
-0.6%
Q2 2020$558,000
+13.4%
4,7610.0%0.83%
+0.9%
Q1 2020$492,000
-15.9%
4,761
+1.4%
0.82%
+9.9%
Q4 2019$585,000
-38.2%
4,693
-40.8%
0.75%
-28.7%
Q3 2019$947,000
+4.8%
7,921
+0.9%
1.05%
+4.9%
Q2 2019$904,000
+9.0%
7,850
+3.8%
1.00%
+3.8%
Q1 2019$829,000
-7.3%
7,560
-17.2%
0.96%
-12.2%
Q4 2018$894,000
+25.7%
9,130
+42.1%
1.10%
+56.3%
Q3 2018$711,000
+76.9%
6,425
+62.2%
0.70%
+57.0%
Q2 2018$402,000
+0.5%
3,9600.0%0.45%
+3.0%
Q1 2018$400,000
-3.4%
3,960
-2.5%
0.43%
-0.7%
Q4 2017$414,000
+7.5%
4,0600.0%0.44%
+9.2%
Q3 2017$385,000
-6.1%
4,060
-8.1%
0.40%
-14.3%
Q2 2017$410,000
+3.0%
4,4200.0%0.47%
-2.7%
Q1 2017$398,000
+7.3%
4,420
+1.5%
0.48%
+0.4%
Q4 2016$371,000
-99.9%
4,355
+13.4%
0.48%
+359.6%
Q3 2016$322,000,000
-16.8%
3,840
-17.5%
0.10%
-22.4%
Q2 2016$387,000,000
+2.4%
4,6550.0%0.13%
+10.7%
Q1 2016$378,000,000
+6.5%
4,655
+2.1%
0.12%
-14.2%
Q4 2015$355,000,000
-13.2%
4,560
-17.8%
0.14%
-6.6%
Q3 2015$409,000,000
-13.9%
5,545
-8.3%
0.15%
-12.7%
Q2 2015$475,000,000
+11.8%
6,048
+14.4%
0.17%
+0.6%
Q1 2015$425,000,000
+1.4%
5,285
+2.4%
0.17%
+28.4%
Q4 2014$419,000,000
+5.5%
5,1600.0%0.13%
-8.8%
Q3 2014$397,000,000
+98902.5%
5,160
+0.4%
0.15%
+2.8%
Q2 2014$401,000
-10.7%
5,140
-13.8%
0.14%
+9.2%
Q1 2014$449,000
+16.6%
5,965
+16.6%
0.13%
-2.2%
Q4 2013$385,000
+44.2%
5,115
+26.9%
0.13%
+31.4%
Q2 2013$267,0004,0300.10%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2018
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