Beta Wealth Group, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2021$255,0000.0%1,6580.0%0.18%0.0%
Q3 2021$255,000
-96.7%
1,658
-96.7%
0.18%
-96.6%
Q2 2021$7,730,000
+8.1%
49,974
+2.7%
5.38%
+3.5%
Q1 2021$7,151,000
+14.1%
48,645
+9.5%
5.20%
-3.4%
Q4 2020$6,267,00044,4105.38%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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