Avior Wealth Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,168,735
-15.2%
7,521
-11.4%
0.08%
-12.2%
Q2 2023$1,378,607
+5.5%
8,487
+0.0%
0.09%0.0%
Q1 2023$1,306,656
+0.6%
8,484
-0.8%
0.09%
-8.2%
Q4 2022$1,298,518
-4.7%
8,551
-15.1%
0.10%
-13.3%
Q3 2022$1,362,000
-20.5%
10,077
-15.7%
0.11%
-34.7%
Q2 2022$1,714,000
-21.7%
11,949
-11.5%
0.17%
-8.5%
Q1 2022$2,190,000
-9.8%
13,507
-4.5%
0.19%
-6.0%
Q4 2021$2,428,000
+8.9%
14,141
-2.6%
0.20%
+9.2%
Q3 2021$2,230,000
-5.6%
14,519
-4.9%
0.18%
-22.4%
Q2 2021$2,362,000
+0.4%
15,262
-4.6%
0.24%
-6.0%
Q1 2021$2,353,000
+3.4%
16,001
-0.8%
0.25%
-10.3%
Q4 2020$2,275,000
+21.1%
16,122
+10.4%
0.28%
+4.9%
Q3 2020$1,878,000
+11.7%
14,603
+1.8%
0.27%
+1.9%
Q2 2020$1,681,000
+19.0%
14,349
+5.0%
0.26%
-5.7%
Q1 2020$1,413,000
-18.5%
13,666
-1.8%
0.28%
+0.4%
Q4 2019$1,734,000
+56.6%
13,914
+50.3%
0.28%
+43.3%
Q3 2019$1,107,000
+4.5%
9,260
+0.7%
0.19%
+2.1%
Q2 2019$1,059,000
+4.0%
9,193
-1.0%
0.19%
-12.0%
Q1 2019$1,018,000
+8.0%
9,290
-3.6%
0.22%
-5.3%
Q4 2018$943,000
-19.2%
9,635
-8.6%
0.23%
-8.4%
Q3 2018$1,167,000
+9.0%
10,542
-0.0%
0.25%
+3.3%
Q2 2018$1,071,000
+0.5%
10,544
-0.0%
0.24%
-2.4%
Q1 2018$1,066,000
-0.7%
10,549
+0.3%
0.25%
+2.9%
Q4 2017$1,073,000
+6.0%
10,515
-1.6%
0.24%
-27.9%
Q3 2017$1,012,000
+18.6%
10,681
+16.0%
0.33%
-4.3%
Q2 2017$853,000
+10.3%
9,209
+7.2%
0.35%
+34.9%
Q1 2017$773,000
+88.1%
8,592
+77.9%
0.26%
+68.6%
Q4 2016$411,000
+85.1%
4,829
+82.8%
0.15%
+75.9%
Q3 2016$222,000
+552.9%
2,641
+531.8%
0.09%
+1142.9%
Q2 2016$34,000
+325.0%
418
+318.0%
0.01%
+75.0%
Q1 2016$8,000
-20.0%
100
-19.4%
0.00%
-20.0%
Q4 2015$10,000
+42.9%
124
+24.0%
0.01%
+25.0%
Q3 2015$7,0001000.00%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 432,829$49,845,00028.32%
Stuart Chaussee & Associates, Inc. 330,025$38,006,00023.53%
DERBY & COMPANY, INC 343,737$39,585,00020.05%
Mercer Investments LLC 6,319$727,731,00015.38%
VPR Management LLC 340,185$39,176,00014.78%
Zions Bancorporation, N.A. 851,683$98,080,00014.36%
Berkshire Money Management, Inc. 575,389$66,262,00014.01%
Homrich & Berg 2,278,929$262,442,00013.88%
E&G Advisors, LP 252,390$29,065,00012.40%
FundX Investment Group, LLC 245,779$28,304,00011.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders