LVW Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 678 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2022$230,964
-8.7%
1,521
-18.6%
0.05%
-17.5%
Q3 2022$253,000
+7.7%
1,869
+14.0%
0.06%
+18.8%
Q2 2022$235,000
-11.7%
1,6400.0%0.05%
+6.7%
Q1 2022$266,000
-28.9%
1,640
-32.7%
0.04%
-29.7%
Q3 2021$374,000
-4.8%
2,438
-3.9%
0.06%
-8.6%
Q2 2021$393,000
+5.4%
2,5380.0%0.07%
-2.8%
Q1 2021$373,000
+3.9%
2,538
-0.2%
0.07%0.0%
Q4 2020$359,000
-2.2%
2,544
-10.9%
0.07%
-11.1%
Q3 2020$367,000
+9.6%
2,8550.0%0.08%0.0%
Q2 2020$335,000
-22.8%
2,855
-32.0%
0.08%
-30.2%
Q1 2020$434,000
+11.6%
4,197
+34.5%
0.12%
+31.8%
Q4 2019$389,000
-37.7%
3,121
-40.2%
0.09%
-43.2%
Q3 2019$624,000
+89.1%
5,221
+82.0%
0.16%
+70.3%
Q2 2019$330,000
+5.1%
2,8680.0%0.09%
+8.3%
Q1 2019$314,000
-22.1%
2,868
-30.3%
0.08%
-38.2%
Q4 2018$403,000
+42.9%
4,114
+61.4%
0.14%
+72.2%
Q3 2018$282,000
-15.3%
2,549
-21.9%
0.08%
-18.6%
Q4 2017$333,000
+10.6%
3,262
+2.7%
0.10%
-19.2%
Q3 2017$301,000
+2.4%
3,176
+0.3%
0.12%
+16.5%
Q2 2017$294,000
-11.7%
3,168
-14.5%
0.10%
-13.4%
Q1 2017$333,000
+5.4%
3,704
-0.1%
0.12%
+8.2%
Q4 2016$316,000
+1.9%
3,706
+0.3%
0.11%
+7.8%
Q3 2016$310,000
-19.9%
3,696
-20.4%
0.10%
-29.7%
Q2 2016$387,000
+60.6%
4,643
+56.8%
0.14%
+88.3%
Q1 2016$241,000
+4.8%
2,9620.0%0.08%
-14.4%
Q4 2015$230,000
-26.8%
2,962
-30.4%
0.09%
-37.9%
Q3 2015$314,000
-6.0%
4,2530.0%0.14%
+2.1%
Q2 2015$334,000
+0.9%
4,253
+3.5%
0.14%
-10.1%
Q1 2015$331,000
-10.5%
4,110
-9.8%
0.16%
-22.5%
Q4 2014$370,0004,5590.20%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2016
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