Bridgewater Wealth & Financial Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 545 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2015. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.

Quarter-by-quarter ownership
Bridgewater Wealth & Financial Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2017$2,362,000
+5.7%
25,492
+2.6%
0.79%
-3.8%
Q1 2017$2,235,000
+1.3%
24,850
-4.1%
0.82%
-1.9%
Q4 2016$2,206,000
-22.6%
25,903
-23.7%
0.83%
-20.6%
Q3 2016$2,849,000
+0.5%
33,939
-0.4%
1.05%
+2.6%
Q2 2016$2,836,000
-1.3%
34,073
-3.6%
1.02%
-2.0%
Q1 2016$2,873,000
+689.3%
35,360
+656.0%
1.04%
+640.4%
Q4 2015$364,000
+5.5%
4,6770.0%0.14%
-1.4%
Q3 2015$345,000
+40.8%
4,677
+50.0%
0.14%
+37.5%
Q2 2015$245,000
-2.4%
3,1180.0%0.10%
-2.8%
Q1 2015$251,000
-0.8%
3,1180.0%0.11%
+3.9%
Q4 2014$253,0003,1180.10%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2015
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