Rikoon Group, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 855 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.8%.

Quarter-by-quarter ownership
Rikoon Group, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2021$1,008,000
+22.3%
6,854
+17.4%
0.27%
+16.5%
Q4 2020$824,000
+14.8%
5,840
+5.1%
0.23%
+3.6%
Q3 2020$718,000
+77.7%
5,557
+62.2%
0.22%
+64.4%
Q2 2020$404,000
+48.0%
3,427
+29.7%
0.14%
+19.5%
Q1 2020$273,000
-25.0%
2,643
-9.4%
0.11%
-9.6%
Q4 2019$364,000
+6.1%
2,918
+1.8%
0.12%
-1.6%
Q3 2019$343,000
+3.9%
2,865
+0.1%
0.13%
+3.3%
Q2 2019$330,000
+4.1%
2,861
-0.6%
0.12%
+4.2%
Q1 2019$317,000
-4.2%
2,877
-14.8%
0.12%
-13.9%
Q4 2018$331,000
-11.3%
3,377
+0.1%
0.14%
+3.8%
Q3 2018$373,000
+7.8%
3,374
-0.3%
0.13%0.0%
Q2 2018$346,000
+15.7%
3,384
+11.8%
0.13%
+9.1%
Q1 2018$299,0003,0280.12%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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