IBEX WEALTH ADVISORS - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,046 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2019. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2022$778
-99.9%
5,126
+0.3%
0.18%
-2.2%
Q3 2022$691,000
-6.1%
5,113
-0.4%
0.18%
+6.5%
Q2 2022$736,000
-62.3%
5,131
-57.4%
0.17%
-54.8%
Q1 2022$1,954,000
-11.2%
12,049
-6.0%
0.37%
-4.1%
Q4 2021$2,201,000
+10.3%
12,815
-1.4%
0.39%
+1.6%
Q3 2021$1,995,000
-0.6%
12,991
+0.2%
0.38%
-4.2%
Q2 2021$2,008,000
+89.3%
12,971
+40.7%
0.40%
+31.0%
Q2 2019$1,061,000
-19.4%
9,220
-23.2%
0.31%
-33.6%
Q1 2019$1,316,000
-8.4%
12,003
-18.1%
0.46%
-29.7%
Q4 2018$1,436,000
-8.4%
14,663
+3.9%
0.66%
+16.9%
Q3 2018$1,567,000
+9.8%
14,114
-2.4%
0.56%
-1.8%
Q2 2018$1,427,0000.0%14,4540.0%0.57%
-1.4%
Q1 2018$1,427,000
+9.8%
14,454
+5.9%
0.58%
+20.1%
Q3 2017$1,300,000
+4.6%
13,650
+1.7%
0.48%
-1.4%
Q2 2017$1,243,000
+26.6%
13,424
+17.9%
0.49%
+4.0%
Q4 2016$982,000
-99.9%
11,390
+18.8%
0.47%
+6.6%
Q3 2016$805,000,0009,5880.44%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2019
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