INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 910 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$105,192
-4.3%
6770.0%0.02%
-5.6%
Q2 2023$109,965
+0.4%
677
-4.8%
0.02%0.0%
Q1 2023$109,501
+6.5%
711
+5.0%
0.02%
+5.9%
Q4 2022$102,802
+11.7%
6770.0%0.02%
+6.2%
Q3 2022$92,000
-5.2%
6770.0%0.02%
-5.9%
Q2 2022$97,000
-11.8%
6770.0%0.02%0.0%
Q1 2022$110,000
-5.2%
6770.0%0.02%
-5.6%
Q4 2021$116,000
+11.5%
6770.0%0.02%
+5.9%
Q3 2021$104,000
-9.6%
677
-8.5%
0.02%
-10.5%
Q2 2021$115,000
+5.5%
7400.0%0.02%
-9.5%
Q1 2021$109,000
+5350.0%
740
+5185.7%
0.02%
Q3 2019$2,0000.0%140.0%0.00%
Q2 2019$2,0000.0%140.0%0.00%
Q1 2019$2,000
-99.0%
14
-99.3%
0.00%
-100.0%
Q4 2018$207,000
-10.4%
2,115
+1.5%
0.05%0.0%
Q3 2018$231,000
+9.5%
2,084
+0.5%
0.05%
+4.5%
Q2 2018$211,000
+1.0%
2,0730.0%0.04%0.0%
Q1 2018$209,000
-0.9%
2,073
+0.4%
0.04%
+10.0%
Q4 2017$211,0002,0640.04%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2018
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 441,073$48,359,00029.27%
Stuart Chaussee & Associates, Inc. 332,598$36,466,00023.52%
DERBY & COMPANY, INC 345,747$37,908,00020.52%
Stokes & Hubbell Capital Management, LLC 778,278$85,330,00017.94%
VPR Management LLC 340,185$37,298,00017.64%
Zions Bancorporation, N.A. 787,455$86,337,00013.94%
Berkshire Money Management, Inc. 569,984$62,493,00013.83%
Homrich & Berg 2,233,473$244,876,00012.74%
E&G Advisors, LP 252,579$27,693,00012.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 218,859$23,996,00011.56%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders