Biltmore Family Office, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 841 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,281,839
-7.8%
8,209
-3.6%
0.29%
-1.0%
Q2 2023$1,390,327
+6.0%
8,5190.0%0.29%
+6.1%
Q1 2023$1,312,011
+1.4%
8,5190.0%0.28%
+4.1%
Q4 2022$1,293,610
+12.4%
8,5190.0%0.27%
+0.8%
Q3 2022$1,151,000
-5.8%
8,5190.0%0.26%
-13.4%
Q2 2022$1,222,000
-11.5%
8,5190.0%0.30%
+3.0%
Q1 2022$1,381,000
-5.6%
8,5190.0%0.30%
+6.5%
Q4 2021$1,463,000
+11.8%
8,5190.0%0.28%
-12.0%
Q3 2021$1,309,000
-0.8%
8,5190.0%0.32%
-15.5%
Q2 2021$1,319,000
+3.0%
8,519
-2.1%
0.37%
-6.3%
Q1 2021$1,280,000
+4.1%
8,7030.0%0.40%
+8.1%
Q4 2020$1,229,000
+9.2%
8,7030.0%0.37%
-41.2%
Q3 2020$1,125,000
+2.8%
8,703
-6.3%
0.63%
-4.7%
Q2 2020$1,094,000
+14.0%
9,2880.0%0.66%
+4.4%
Q1 2020$960,000
-17.1%
9,2880.0%0.63%
+35.7%
Q4 2019$1,158,000
+183.1%
9,288
+171.7%
0.46%
+162.7%
Q3 2019$409,000
+8.5%
3,4190.0%0.18%
-7.3%
Q1 2019$377,000
+9.6%
3,419
-2.7%
0.19%
-1.5%
Q4 2018$344,000
-22.9%
3,514
-12.5%
0.19%
-8.5%
Q3 2018$446,000
+8.8%
4,0140.0%0.21%
+3.9%
Q2 2018$410,000
-1.7%
4,014
-2.8%
0.20%
+10.3%
Q1 2018$417,000
-14.5%
4,129
-13.6%
0.18%
-16.3%
Q4 2017$488,0004,7790.22%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 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