Beta Wealth Group, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.

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 Q1 2021
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