Sheaff Brock Investment Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 720 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2017. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sheaff Brock Investment Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$467,997
-5.9%
3,012
-1.6%
0.04%0.0%
Q2 2023$497,103
+14.0%
3,060
+8.1%
0.04%
+5.0%
Q1 2023$436,220
-1.6%
2,832
-3.0%
0.04%
-9.1%
Q4 2022$443,527
+12.9%
2,921
+0.3%
0.04%
+4.8%
Q3 2022$393,000
-3.2%
2,911
+2.9%
0.04%
+23.5%
Q2 2022$406,000
-7.5%
2,828
+4.5%
0.03%
+9.7%
Q1 2022$439,000
-0.5%
2,707
+5.5%
0.03%
+3.3%
Q4 2021$441,000
+12.8%
2,565
+0.7%
0.03%
+3.4%
Q3 2021$391,000
+17.4%
2,548
+18.4%
0.03%
+20.8%
Q2 2021$333,000
+21.5%
2,152
+15.5%
0.02%
+9.1%
Q1 2021$274,000
-13.0%
1,864
-16.5%
0.02%
-15.4%
Q4 2020$315,000
+9.8%
2,2320.0%0.03%0.0%
Q3 2020$287,000
+20.6%
2,232
+9.9%
0.03%
+8.3%
Q2 2020$238,000
-10.5%
2,031
-8.6%
0.02%
-17.2%
Q3 2019$266,000
+3.9%
2,2220.0%0.03%
+3.6%
Q2 2019$256,000
-34.5%
2,222
-37.7%
0.03%
-41.7%
Q1 2019$391,000
+11.7%
3,5690.0%0.05%
-12.7%
Q4 2018$350,000
+45.8%
3,569
+64.5%
0.06%
+139.1%
Q3 2018$240,000
+8.1%
2,169
-0.5%
0.02%
+4.5%
Q2 2018$222,000
-5.5%
2,180
-6.4%
0.02%
-8.3%
Q1 2018$235,000
+1.7%
2,330
+2.9%
0.02%
-20.0%
Q4 2017$231,000
+4.1%
2,264
-3.3%
0.03%
+3.4%
Q3 2017$222,000
+2.3%
2,3420.0%0.03%0.0%
Q2 2017$217,000
-32.6%
2,342
-34.5%
0.03%
-31.0%
Q1 2017$322,000
+9.2%
3,575
+3.3%
0.04%
+13.5%
Q4 2016$295,000
-50.7%
3,460
-51.4%
0.04%
-53.8%
Q3 2016$598,000
+13.5%
7,126
+12.6%
0.08%
+19.4%
Q2 2016$527,000
-1.5%
6,330
-3.8%
0.07%
+1.5%
Q1 2016$535,000
+4.5%
6,5790.0%0.07%
+13.8%
Q4 2015$512,0006,5790.06%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2017
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