Glassman Wealth Services - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$200,440
-4.3%
1,2900.0%0.03%
-5.9%
Q2 2023$209,535
+7.5%
1,290
+1.9%
0.03%0.0%
Q1 2023$194,977
-51.7%
1,266
-52.4%
0.03%
-54.1%
Q4 2022$403,769
+153.9%
2,659
+126.3%
0.07%
+117.6%
Q3 2022$159,000
-5.9%
1,1750.0%0.03%
-2.9%
Q2 2022$169,000
-11.5%
1,1750.0%0.04%0.0%
Q1 2022$191,000
-5.4%
1,1750.0%0.04%
-5.4%
Q4 2021$202,000
+12.2%
1,1750.0%0.04%
-2.6%
Q3 2021$180,000
-1.1%
1,1750.0%0.04%0.0%
Q2 2021$182,000
+5.2%
1,1750.0%0.04%
+2.7%
Q1 2021$173,000
-47.9%
1,175
-50.0%
0.04%
-2.6%
Q4 2020$332,000
+119.9%
2,350
+100.0%
0.04%
-9.5%
Q3 2020$151,000
+9.4%
1,1750.0%0.04%
-2.3%
Q2 2020$138,000
-10.4%
1,175
-21.2%
0.04%
-27.1%
Q1 2020$154,000
+5.5%
1,492
+27.0%
0.06%
+7.3%
Q4 2019$146,000
+3.5%
1,1750.0%0.06%
-3.5%
Q3 2019$141,000
+4.4%
1,1750.0%0.06%
+3.6%
Q2 2019$135,000
+4.7%
1,1750.0%0.06%
-1.8%
Q1 2019$129,000
-20.4%
1,175
-28.8%
0.06%
-35.6%
Q4 2018$162,000
-11.5%
1,6510.0%0.09%
+3.6%
Q3 2018$183,000
+8.9%
1,6510.0%0.08%0.0%
Q2 2018$168,000
+0.6%
1,6510.0%0.08%
-18.4%
Q1 2018$167,000
+39.2%
1,651
+40.5%
0.10%
+41.1%
Q4 2017$120,000
+8.1%
1,1750.0%0.07%
+1.4%
Q3 2017$111,000
+1.8%
1,1750.0%0.07%0.0%
Q2 2017$109,0001,1750.07%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2019
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