Princeton Portfolio Strategies Group LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,473 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
Princeton Portfolio Strategies Group LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2021$2,326,000
-10.3%
15,027
-14.8%
0.45%
-10.4%
Q1 2021$2,593,000
-20.4%
17,631
-23.6%
0.50%
-22.0%
Q4 2020$3,258,000
+11.6%
23,077
+1.7%
0.64%
+0.9%
Q3 2020$2,919,000
+15.1%
22,687
+4.8%
0.64%
+5.3%
Q2 2020$2,537,000
+64.8%
21,649
+45.4%
0.61%
+35.9%
Q1 2020$1,539,000
-51.1%
14,886
-41.1%
0.45%
-39.8%
Q4 2019$3,148,000
+11.0%
25,254
+6.4%
0.74%
+4.5%
Q3 2019$2,837,000
+55.5%
23,728
+49.8%
0.71%
+53.1%
Q2 2019$1,824,000
+59.6%
15,843
+51.9%
0.46%
+51.8%
Q1 2019$1,143,000
-22.1%
10,427
-30.4%
0.30%
-33.3%
Q4 2018$1,468,000
+23.9%
14,984
+40.0%
0.46%
+48.4%
Q3 2018$1,185,000
+467.0%
10,703
+419.6%
0.31%
+404.9%
Q2 2018$209,0002,0600.06%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2021
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