Independent Advisor Alliance - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$895,529
-21.5%
5,763
-17.9%
0.04%
-18.0%
Q2 2023$1,140,463
-14.6%
7,021
-19.0%
0.05%
-21.9%
Q1 2023$1,335,535
-21.1%
8,672
-22.2%
0.06%
-89.0%
Q4 2022$1,692,898
+40.3%
11,148
+24.8%
0.58%
+731.4%
Q3 2022$1,207,000
+126.5%
8,934
+140.3%
0.07%
+133.3%
Q2 2022$533,000
-13.9%
3,718
-2.7%
0.03%0.0%
Q1 2022$619,000
-5.6%
3,8200.0%0.03%
-6.2%
Q4 2021$656,000
+11.8%
3,8200.0%0.03%
-3.0%
Q3 2021$587,000
+21.8%
3,820
+22.6%
0.03%
+26.9%
Q2 2021$482,000
+2.3%
3,116
-2.7%
0.03%
-7.1%
Q1 2021$471,000
-2.5%
3,204
-6.4%
0.03%
-15.2%
Q4 2020$483,000
+10.5%
3,4220.0%0.03%0.0%
Q3 2020$437,000
+0.2%
3,422
-2.5%
0.03%
-29.8%
Q2 2020$436,000
+11.2%
3,510
-7.3%
0.05%
-17.5%
Q1 2020$392,000
-98.6%
3,788
-98.3%
0.06%
-95.3%
Q4 2019$27,568,000
+6252.1%
221,144
+6039.5%
1.20%
+2169.8%
Q3 2019$434,000
+19.9%
3,602
+4.2%
0.05%
-17.2%
Q4 2018$362,000
-91.5%
3,457
-92.8%
0.06%
-90.5%
Q1 2017$4,267,00047,7840.68%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2019
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