Surevest, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,020 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2022$67,000
-4.3%
494
+0.6%
0.02%0.0%
Q2 2022$70,000
-23.9%
491
-13.4%
0.02%
-18.2%
Q1 2022$92,000
+9.5%
567
+16.4%
0.02%
+10.0%
Q4 2021$84,000
-64.9%
487
-79.0%
0.02%
-84.6%
Q1 2020$239,000
-33.1%
2,314
-19.1%
0.13%
-14.5%
Q4 2019$357,000
-9.4%
2,862
-13.0%
0.15%
-21.6%
Q3 2019$394,000
-7.3%
3,291
-10.7%
0.19%
-12.2%
Q2 2019$425,000
-12.0%
3,687
-16.4%
0.22%
-25.6%
Q1 2019$483,000
+4.1%
4,409
-6.8%
0.30%
-18.9%
Q4 2018$464,0004,7330.37%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2019
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