Summit Global Investments - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$953
+5.0%
5,867
-0.5%
0.06%
-10.0%
Q1 2023$908
-99.9%
5,897
+5.9%
0.07%0.0%
Q2 2022$799,000
-16.2%
5,569
-5.3%
0.07%0.0%
Q1 2022$953,000
-34.5%
5,878
-30.7%
0.07%
-24.7%
Q4 2021$1,456,000
+8.3%
8,479
-3.1%
0.09%
-7.9%
Q3 2021$1,344,000
-11.8%
8,753
-11.1%
0.10%
+11.0%
Q2 2021$1,524,000
-84.2%
9,847
-85.0%
0.09%
-85.3%
Q1 2021$9,675,00065,7810.62%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2023
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