Berman Capital Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 855 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.8%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2021$3,445,000
-0.4%
22,432
+0.4%
0.54%
-1.6%
Q2 2021$3,459,000
+7.1%
22,353
+1.8%
0.55%
-18.4%
Q1 2021$3,229,000
+5.7%
21,960
+1.4%
0.68%
-7.8%
Q4 2020$3,056,000
+10.5%
21,654
+0.7%
0.73%
-6.8%
Q3 2020$2,765,000
+5.2%
21,497
-4.2%
0.78%
+13.8%
Q2 2020$2,628,000
+13.8%
22,433
+0.4%
0.69%
-7.3%
Q1 2020$2,309,000
-8.0%
22,347
+10.9%
0.74%
+2.9%
Q4 2019$2,510,000
+5.6%
20,146
+1.3%
0.72%
-2.4%
Q3 2019$2,377,000
+4.3%
19,891
+0.4%
0.74%
+2.1%
Q2 2019$2,280,000
+5.9%
19,806
+0.8%
0.73%
+0.7%
Q1 2019$2,153,000
+10.3%
19,646
-1.5%
0.72%
-5.9%
Q4 2018$1,952,000
-7.5%
19,942
+4.6%
0.77%
-13.8%
Q3 2018$2,111,000
+11.3%
19,069
+2.2%
0.89%
+34.7%
Q2 2018$1,897,000
-2.1%
18,663
-2.7%
0.66%
-10.7%
Q1 2018$1,938,000
-10.5%
19,172
-9.7%
0.74%
+3.1%
Q4 2017$2,166,00021,2270.72%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2018
NameSharesValueWeighting ↓
Mosaic Advisors LLC 290,859$42,780,00036.23%
Hubbell Strickland Wealth Management, LLC 349,116$51,348,00033.02%
Paragon Capital Management Ltd 408,291$60,051,00031.14%
360 Financial, Inc. 311,080$45,754,00025.75%
ECLECTIC ASSOCIATES INC /ADV 181,340$26,672,00022.09%
McCarthy Asset Management, Inc. 145,176$21,352,00016.70%
Wechter Feldman Wealth Management, Inc. 150,475$22,132,00016.32%
Berkshire Money Management, Inc. 614,068$90,317,00015.80%
BT Wealth Management LLC 300,534$44,202,00014.71%
JBJ Investment Partners, LLC 442,166$65,034,00014.22%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders