FormulaFolio Investments, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2021$4,0000.0%280.0%0.00%0.0%
Q1 2021$4,000
-100.0%
28
-100.0%
0.00%
-99.5%
Q4 2020$9,156,000
+306.8%
64,859
+270.8%
0.19%
+120.7%
Q3 2020$2,251,000
+10.0%
17,492
+0.2%
0.09%
+4.8%
Q2 2020$2,046,000
+598.3%
17,457
+516.2%
0.08%
+418.8%
Q1 2020$293,000
-52.7%
2,833
-42.9%
0.02%
-27.3%
Q4 2019$619,000
+40.4%
4,964
+34.6%
0.02%
+29.4%
Q3 2019$441,000
+1.1%
3,689
-2.5%
0.02%
-5.6%
Q2 2019$436,000
-40.8%
3,785
-43.7%
0.02%
-43.8%
Q1 2019$737,000
-22.0%
6,719
-21.3%
0.03%
-23.8%
Q4 2018$945,0000.0%8,5350.0%0.04%0.0%
Q3 2018$945,000
+28.4%
8,535
+17.9%
0.04%
+20.0%
Q2 2018$736,000
+2.1%
7,239
+1.5%
0.04%
-16.7%
Q1 2018$721,000
+138.0%
7,135
+140.5%
0.04%
+110.0%
Q4 2017$303,000
+6.3%
2,967
-1.5%
0.02%
-9.1%
Q3 2017$285,000
+17.3%
3,011
+14.7%
0.02%0.0%
Q2 2017$243,000
-15.0%
2,625
-27.8%
0.02%
-72.5%
Q2 2015$286,000
-30.6%
3,634
-29.0%
0.08%
-37.0%
Q1 2015$412,000
-10.0%
5,119
-9.3%
0.13%
-28.2%
Q4 2014$458,0005,6460.18%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2021
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