Towerpoint Wealth, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,183,127
-3.9%
7,614
+0.4%
0.70%
+1.2%
Q2 2023$1,231,249
+5.5%
7,5800.0%0.69%
+3.9%
Q1 2023$1,167,423
+2.0%
7,580
+0.5%
0.67%
+1.1%
Q4 2022$1,144,877
+12.9%
7,540
+0.5%
0.66%
+8.2%
Q3 2022$1,014,000
-5.3%
7,500
+0.5%
0.61%
-4.5%
Q2 2022$1,071,000
-11.1%
7,464
+0.4%
0.64%
+7.0%
Q1 2022$1,205,000
-5.2%
7,431
+0.4%
0.60%
-0.5%
Q4 2021$1,271,000
+24.0%
7,401
+11.0%
0.60%
+17.8%
Q3 2021$1,025,000
-4.3%
6,670
-3.6%
0.51%
-4.1%
Q2 2021$1,071,000
+5.7%
6,918
+0.4%
0.53%
+9.5%
Q1 2021$1,013,000
+4.4%
6,889
+0.3%
0.49%
+0.2%
Q4 2020$970,000
+10.2%
6,868
+0.4%
0.48%
-0.8%
Q3 2020$880,000
+9.9%
6,8390.0%0.49%
-2.0%
Q2 2020$801,000
+15.8%
6,839
+2.2%
0.50%
-8.9%
Q1 2020$692,0006,6890.55%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
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