Heritage Wealth Advisors - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 709 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2017. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$8,151,744
-7.6%
52,463
-3.4%
0.44%
-4.7%
Q2 2023$8,822,755
-1.1%
54,317
-6.3%
0.47%
-6.0%
Q1 2023$8,925,384
-2.7%
57,953
-4.0%
0.50%
-6.4%
Q4 2022$9,168,390
+7.2%
60,378
-4.6%
0.53%
-14.5%
Q3 2022$8,554,000
-10.4%
63,288
-4.9%
0.62%
-6.5%
Q2 2022$9,547,000
-35.6%
66,545
-27.3%
0.66%
-19.1%
Q1 2022$14,836,000
-8.9%
91,490
-3.5%
0.82%
-8.3%
Q4 2021$16,289,000
-99.9%
94,839
-2.7%
0.90%
-2.4%
Q3 2021$14,978,332,000
-3.3%
97,515
-2.6%
0.92%
-3.9%
Q2 2021$15,491,174,000
+4.1%
100,079
-1.1%
0.95%
+6.4%
Q1 2021$14,877,457,000
+101383.3%
101,152
-2.6%
0.90%
-2.1%
Q4 2020$14,660,000
-99.9%
103,849
+7.8%
0.92%
-42.8%
Q3 2020$12,399,111,000
+8.6%
96,371
-1.7%
1.60%
+0.3%
Q2 2020$11,419,215,000
+9.9%
98,069
-2.5%
1.60%
-14.3%
Q1 2020$10,395,064,000
-16.3%
100,542
+0.9%
1.86%
+13.6%
Q4 2019$12,420,790,000
+106133.2%
99,637
+1.9%
1.64%
-4.8%
Q3 2019$11,692,000
-99.9%
97,776
+10.1%
1.72%
+9.9%
Q2 2019$10,226,470,000
+5.9%
88,802
+0.8%
1.57%
-1.2%
Q1 2019$9,661,144,000
+95027.5%
88,117
-15.0%
1.59%
-20.0%
Q4 2018$10,156,000
+407.5%
103,694
+473.4%
1.98%
+406.1%
Q3 2018$2,001,000
+8.5%
18,083
-0.5%
0.39%
-43.2%
Q2 2018$1,845,000
+0.5%
18,167
+0.0%
0.69%
-9.4%
Q1 2018$1,836,000
+0.7%
18,165
+1.6%
0.76%
-2.3%
Q4 2017$1,824,000
+7.5%
17,880
+0.1%
0.78%
-8.6%
Q3 2017$1,696,000
+1.1%
17,865
-1.3%
0.85%
-1.8%
Q2 2017$1,678,000
+3.1%
18,107
+0.2%
0.87%
-1.0%
Q1 2017$1,628,000
+7.4%
18,078
+1.6%
0.88%
-11.4%
Q4 2016$1,516,00017,7970.99%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2017
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 441,073$48,359,00029.27%
Stuart Chaussee & Associates, Inc. 332,598$36,466,00023.52%
DERBY & COMPANY, INC 345,747$37,908,00020.52%
Stokes & Hubbell Capital Management, LLC 778,278$85,330,00017.94%
VPR Management LLC 340,185$37,298,00017.64%
Zions Bancorporation, N.A. 787,455$86,337,00013.94%
Berkshire Money Management, Inc. 569,984$62,493,00013.83%
Homrich & Berg 2,233,473$244,876,00012.74%
E&G Advisors, LP 252,579$27,693,00012.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 218,859$23,996,00011.56%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders