SVB WEALTH LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$15,304,468
-8.0%
98,497
-3.8%
0.34%
+12.0%
Q2 2023$16,626,760
-13.5%
102,363
-18.0%
0.30%
+11.5%
Q1 2023$19,223,646
+6.8%
124,821
+5.3%
0.27%
+10.7%
Q4 2022$17,996,721
+78.7%
118,516
+59.1%
0.24%
+65.3%
Q3 2022$10,069,000
+25.3%
74,501
+33.0%
0.15%
+18.5%
Q2 2022$8,036,000
-17.2%
56,010
-6.4%
0.12%
-4.6%
Q1 2022$9,706,000
-2.6%
59,859
+3.1%
0.13%
-20.2%
Q4 2021$9,969,000
-61.9%
58,047
-65.9%
0.16%
-51.5%
Q3 2021$26,153,000
+0.3%
170,270
+1.1%
0.34%
+1.5%
Q2 2021$26,073,000
+2.9%
168,445
-2.2%
0.33%
-6.2%
Q1 2021$25,339,000
+6.8%
172,285
+2.5%
0.35%
+1.4%
Q4 2020$23,717,000
+7.4%
168,002
-2.1%
0.35%
-4.4%
Q3 2020$22,085,000
+22.5%
171,655
+11.5%
0.36%
+8.7%
Q2 2020$18,032,000
+3120.0%
153,884
+2739.7%
0.34%
+2292.9%
Q1 2020$560,000
-95.0%
5,419
-94.0%
0.01%
-93.1%
Q4 2019$11,192,000
+104.7%
89,777
+96.4%
0.20%
+87.2%
Q3 2019$5,467,000
+18.1%
45,722
+13.8%
0.11%
-29.7%
Q2 2019$4,629,00040,1930.16%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2020
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