HARVEST GROUP WEALTH MANAGEMENT, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.

Quarter-by-quarter ownership
HARVEST GROUP WEALTH MANAGEMENT, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q4 2020$164,000
-1.8%
1,158
-10.7%
0.10%
-15.5%
Q3 2020$167,000
+10.6%
1,297
+0.4%
0.12%
-7.9%
Q2 2020$151,000
+2.0%
1,292
-10.0%
0.13%
-15.4%
Q1 2020$148,000
-16.9%
1,4350.0%0.15%
-3.9%
Q4 2019$178,000
+3.5%
1,4350.0%0.16%
-26.5%
Q3 2019$172,000
+2766.7%
1,435
+2374.1%
0.21%
+2537.5%
Q2 2019$6,000
+50.0%
58
+56.8%
0.01%
+100.0%
Q1 2019$4,000370.00%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2021
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