AE Wealth Management LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 678 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$15,725,231
-15.2%
101,205
-11.4%
0.09%
-16.1%
Q2 2023$18,547,418
+30.9%
114,187
+24.2%
0.11%
+23.1%
Q1 2023$14,164,127
+7.0%
91,969
+5.5%
0.09%
-5.2%
Q4 2022$13,235,934
-7.6%
87,165
-17.8%
0.10%
-15.8%
Q3 2022$14,329,000
+8.8%
106,014
+15.5%
0.11%
+8.6%
Q2 2022$13,171,000
-26.4%
91,801
-16.9%
0.10%
-14.6%
Q1 2022$17,904,000
-75.4%
110,412
-74.0%
0.12%
-75.8%
Q4 2021$72,822,000
+272.3%
424,002
+233.0%
0.51%
+215.5%
Q3 2021$19,559,000
-64.6%
127,340
-64.3%
0.16%
-66.6%
Q2 2021$55,234,000
+395.2%
356,834
+370.5%
0.48%
+326.5%
Q1 2021$11,154,000
+9.4%
75,839
+5.0%
0.11%
-2.6%
Q4 2020$10,196,000
+12.9%
72,222
+2.8%
0.12%
-10.1%
Q3 2020$9,035,000
-53.3%
70,223
-57.5%
0.13%
-56.9%
Q2 2020$19,357,000
+177.3%
165,189
+144.6%
0.30%
+86.9%
Q1 2020$6,981,000
-38.5%
67,523
-25.8%
0.16%
-35.0%
Q4 2019$11,344,000
+68.3%
91,003
+61.4%
0.25%
+26.2%
Q3 2019$6,741,000
+25.7%
56,373
+21.0%
0.20%
+21.1%
Q2 2019$5,363,000
-25.4%
46,571
-29.0%
0.16%
-67.8%
Q1 2019$7,192,000
+194.2%
65,600
+162.8%
0.50%
+19.3%
Q4 2018$2,445,000
-24.4%
24,966
-14.5%
0.42%
+135.4%
Q3 2018$3,234,000
+26.0%
29,217
+15.7%
0.18%
+1.7%
Q2 2018$2,567,000
+10.6%
25,262
+10.0%
0.18%
-2.2%
Q1 2018$2,322,000
+39.1%
22,975
+40.4%
0.18%
+21.8%
Q4 2017$1,669,000
-3.5%
16,361
-10.3%
0.15%
-8.7%
Q3 2017$1,730,000
-1.5%
18,248
-3.7%
0.16%
-23.3%
Q2 2017$1,756,000
+113.9%
18,947
+107.5%
0.21%
+38.2%
Q1 2017$821,000
+67.2%
9,132
+58.3%
0.15%
-23.6%
Q4 2016$491,0005,7680.20%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2016
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