Lenox Wealth Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 843 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2022$31,000
-6.1%
1930.0%0.00%0.0%
Q4 2021$33,000
+17.9%
193
+6.6%
0.00%0.0%
Q3 2021$28,0000.0%1810.0%0.00%0.0%
Q2 2021$28,000
-17.6%
181
-21.3%
0.00%
-20.0%
Q1 2021$34,000
+30.8%
230
+27.1%
0.01%
+25.0%
Q4 2020$26,000
+52.9%
181
+39.2%
0.00%
+33.3%
Q3 2020$17,000
-90.8%
130
-91.3%
0.00%
-89.7%
Q4 2019$185,000
+219.0%
1,487
+150.8%
0.03%
+141.7%
Q4 2018$58,000
-12.1%
5930.0%0.01%
-7.7%
Q3 2018$66,000
+10.0%
5930.0%0.01%0.0%
Q2 2018$60,000
-10.4%
593
-10.6%
0.01%
-18.8%
Q1 2018$67,000
+1240.0%
663
+1043.1%
0.02%
+700.0%
Q3 2017$5,000
-96.2%
58
-96.4%
0.00%
-95.0%
Q1 2016$132,0001,6200.04%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2017
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 608,405$50,644,00027.36%
Paragon Capital Management Ltd 519,858$43,273,00023.79%
Stokes & Hubbell Capital Management, LLC 594,190$49,460,00021.33%
Stanford Investment Group, Inc. 442,740$36,854,00018.80%
HM Capital Management, LLC 170,815$14,220,00014.80%
Homrich & Berg 1,838,175$153,010,00014.55%
Diversified Trust Co 1,389,659$115,675,00013.35%
E&G Advisors, LP 252,324$21,003,00012.74%
INTERACTIVE FINANCIAL ADVISORS, INC. 225,463$18,768,0009.89%
Retirement Planning Group, LLC 347,462$28,923,0009.80%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders