White Lighthouse Investment Management Inc. - 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
White Lighthouse Investment Management Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$9,004,519
-4.4%
57,952
-0.1%
2.19%
-2.8%
Q2 2023$9,418,733
+0.3%
57,986
-4.9%
2.25%
-5.0%
Q1 2023$9,391,290
+4.0%
60,978
+2.6%
2.37%
-3.5%
Q4 2022$9,026,315
+12.5%
59,442
+0.1%
2.45%
+5.0%
Q3 2022$8,025,000
+3.2%
59,376
+9.5%
2.34%
+5.0%
Q2 2022$7,778,000
-5.5%
54,215
+6.8%
2.23%
+6.4%
Q1 2022$8,231,000
-5.7%
50,758
-0.1%
2.09%
-3.8%
Q4 2021$8,729,000
+12.2%
50,822
+0.3%
2.18%
+4.2%
Q3 2021$7,779,000
+4.7%
50,646
+5.5%
2.09%
+2.5%
Q2 2021$7,431,000
+6.0%
48,008
+0.8%
2.04%
-5.0%
Q1 2021$7,008,000
-10.3%
47,645
-13.9%
2.14%
-14.0%
Q4 2020$7,810,000
+8.9%
55,320
-0.8%
2.49%
+0.3%
Q3 2020$7,174,000
+5.3%
55,762
-4.1%
2.48%
-0.8%
Q2 2020$6,816,000
+15.8%
58,162
+2.1%
2.50%
+1.6%
Q1 2020$5,888,000
-6.1%
56,946
+13.2%
2.46%
+7.1%
Q4 2019$6,270,000
+14.5%
50,299
+9.8%
2.30%
+4.3%
Q3 2019$5,478,000
+11.1%
45,814
+7.0%
2.20%
+7.2%
Q2 2019$4,929,000
-1.3%
42,806
-6.1%
2.06%
-10.3%
Q1 2019$4,996,000
+6.3%
45,569
-5.0%
2.29%
-11.1%
Q4 2018$4,699,000
-11.1%
47,973
+0.5%
2.58%
-4.2%
Q3 2018$5,284,000
+7.9%
47,728
-1.0%
2.70%
+0.2%
Q2 2018$4,899,000
+7.3%
48,211
+6.7%
2.69%
+2.8%
Q1 2018$4,564,000
-0.0%
45,167
+0.9%
2.62%
-0.2%
Q4 2017$4,565,00044,7422.62%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2018
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