WealthPLAN Partners, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 678 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$45,156
+67.5%
278
+58.9%
0.01%
+100.0%
Q1 2023$26,952
-99.9%
175
-46.8%
0.00%
-97.1%
Q1 2017$29,380,000
+7.5%
3290.0%0.10%
+1033.3%
Q3 2016$27,327,000
-0.2%
3290.0%0.01%
+125.0%
Q2 2016$27,386,0003290.00%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2016
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