Surevest, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

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 Q4 2019
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