Tortoise Investment Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 841 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$315,266
+34.4%
2,029
+40.5%
0.05%
+34.3%
Q2 2023$234,549
+5.5%
1,4440.0%0.04%0.0%
Q1 2023$222,390
+1.4%
1,4440.0%0.04%
-7.9%
Q4 2022$219,271
+12.4%
1,4440.0%0.04%0.0%
Q3 2022$195,000
-5.8%
1,4440.0%0.04%
-7.3%
Q2 2022$207,000
-11.5%
1,444
+0.3%
0.04%
-4.7%
Q1 2022$234,000
-5.3%
1,4400.0%0.04%
-6.5%
Q4 2021$247,000
+11.8%
1,4400.0%0.05%
+2.2%
Q3 2021$221,000
-0.9%
1,4400.0%0.04%
-2.2%
Q2 2021$223,000
-17.7%
1,440
-21.8%
0.05%
-23.3%
Q1 2021$271,000
+4.2%
1,8410.0%0.06%
+1.7%
Q4 2020$260,000
+32.7%
1,841
+20.7%
0.06%
+22.9%
Q3 2020$196,000
-58.6%
1,525
-62.2%
0.05%
-60.7%
Q2 2020$473,000
+13.4%
4,0350.0%0.12%
+0.8%
Q1 2020$417,000
-17.1%
4,0350.0%0.12%
+1.7%
Q4 2019$503,000
+8.9%
4,035
+4.5%
0.12%0.0%
Q3 2019$462,000
+3.8%
3,8600.0%0.12%
+6.2%
Q2 2019$445,000
+5.2%
3,8600.0%0.11%
+0.9%
Q1 2019$423,000
+11.9%
3,8600.0%0.11%
+8.8%
Q4 2018$378,000
-11.5%
3,8600.0%0.10%
-8.9%
Q3 2018$427,000
+8.9%
3,8600.0%0.11%
+3.7%
Q2 2018$392,000
+0.5%
3,8600.0%0.11%0.0%
Q1 2018$390,000
-1.0%
3,8600.0%0.11%
-4.4%
Q4 2017$394,000
+7.7%
3,8600.0%0.11%
+1.8%
Q3 2017$366,000
+2.2%
3,8600.0%0.11%
-4.3%
Q2 2017$358,000
+3.2%
3,8600.0%0.12%
+1.8%
Q1 2017$347,000
+5.5%
3,8600.0%0.11%
+0.9%
Q4 2016$329,000
+0.9%
3,860
-0.5%
0.11%
+1.8%
Q3 2016$326,000
+0.9%
3,8790.0%0.11%
-1.8%
Q2 2016$323,000
-9.8%
3,879
-12.1%
0.11%
-12.4%
Q1 2016$358,000
+4.4%
4,4110.0%0.13%
+4.9%
Q4 2015$343,000
+5.5%
4,4110.0%0.12%0.0%
Q3 2015$325,000
-6.3%
4,4110.0%0.12%
-5.4%
Q2 2015$347,000
+39.9%
4,411
+42.9%
0.13%
+36.8%
Q1 2015$248,000
-0.8%
3,0860.0%0.10%
-5.0%
Q4 2014$250,000
+5.5%
3,0860.0%0.10%
+1.0%
Q3 2014$237,000
-1.7%
3,0860.0%0.10%
-2.0%
Q2 2014$241,000
+3.9%
3,0860.0%0.10%
-5.6%
Q1 2014$232,000
+65.7%
3,086
+64.9%
0.11%
+181.6%
Q4 2013$140,000
+115.4%
1,872
+100.0%
0.04%
-2.6%
Q3 2013$65,000
-22.6%
936
-25.8%
0.04%
-29.1%
Q2 2013$84,000
+1.2%
1,2620.0%0.06%
-6.8%
Q1 2013$83,000
-46.1%
1,262
-51.0%
0.06%
-51.6%
Q4 2012$154,0002,5780.12%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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