NORTHSTAR WEALTH PARTNERS LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,402 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
NORTHSTAR WEALTH PARTNERS LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2020$3,675,000
+46.4%
28,570
+33.3%
1.71%
+63.5%
Q2 2020$2,511,000
+72.1%
21,433
+51.8%
1.05%
+41.4%
Q1 2020$1,459,000
-15.8%
14,118
+1.6%
0.74%
+4.4%
Q4 2019$1,732,000
+10.6%
13,895
+6.1%
0.71%
+3.3%
Q3 2019$1,566,000
+34.9%
13,093
+29.8%
0.69%
+32.9%
Q2 2019$1,161,000
-0.1%
10,085
-4.9%
0.52%
-2.8%
Q1 2019$1,162,000
+29.5%
10,600
+15.8%
0.53%
+13.0%
Q4 2018$897,000
-27.1%
9,155
-17.6%
0.47%
-20.0%
Q3 2018$1,230,000
+36.4%
11,112
+25.1%
0.59%
+30.3%
Q2 2018$902,000
+9.1%
8,882
+8.4%
0.45%
+6.9%
Q1 2018$827,000
-21.1%
8,192
-18.4%
0.42%
-54.6%
Q4 2017$1,048,000
+13.3%
10,045
+3.4%
0.93%
+3.1%
Q3 2017$925,000
+0.8%
9,717
-2.0%
0.90%
+7.8%
Q2 2017$918,000
-7.2%
9,913
-10.5%
0.84%
-8.9%
Q1 2017$989,00011,0800.92%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2020
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 610,365$51,991,00023.72%
Stokes & Hubbell Capital Management, LLC 600,423$51,144,00019.89%
Stanford Investment Group, Inc. 440,441$37,517,00018.28%
Homrich & Berg 1,918,872$163,449,00014.78%
HM Capital Management, LLC 151,998$12,950,00013.18%
Bryn Mawr Capital Management, LLC 149,994$12,776,00013.02%
E&G Advisors, LP 258,021$21,978,00013.02%
MML INVESTORS SERVICES, LLC 133,892$11,405,00012.78%
Retirement Planning Group, LLC 345,086$29,394,0009.40%
Stearns Financial Services Group 405,746$34,561,0008.97%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders