Altium Wealth Management 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 Q4 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.9%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2022$556,000
-29.4%
3,878
-20.2%
0.04%
-21.6%
Q1 2022$788,000
-21.2%
4,858
-16.5%
0.05%
-20.3%
Q4 2021$1,000,000
+6.4%
5,821
-4.9%
0.06%
-4.5%
Q3 2021$940,000
-1.1%
6,123
-0.2%
0.07%
-4.3%
Q2 2021$950,000
+3.4%
6,135
-1.8%
0.07%
-5.4%
Q1 2021$919,000
-9.5%
6,249
-13.2%
0.07%
-17.8%
Q4 2020$1,016,000
+118.0%
7,200
+98.7%
0.09%
+87.5%
Q3 2020$466,000
+7.9%
3,623
-1.7%
0.05%
-2.0%
Q2 2020$432,000
+15.5%
3,684
+1.8%
0.05%
-3.9%
Q1 2020$374,000
-39.6%
3,620
-27.1%
0.05%
-31.1%
Q4 2019$619,000
+9.2%
4,968
+4.8%
0.07%
-2.6%
Q3 2019$567,000
-39.6%
4,739
-41.8%
0.08%
-44.1%
Q2 2019$938,000
-1.0%
8,144
-5.7%
0.14%
-9.9%
Q1 2019$947,000
+10.1%
8,634
-1.7%
0.15%
-7.9%
Q4 2018$860,000
+22.7%
8,780
+38.7%
0.16%
+22.4%
Q3 2018$701,000
-6.8%
6,332
-14.4%
0.13%
-33.3%
Q2 2018$752,000
-0.5%
7,401
-1.1%
0.20%
-32.3%
Q1 2018$756,000
-1.2%
7,483
-0.2%
0.30%
-15.1%
Q4 2017$765,0007,4980.35%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2017
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 432,829$49,845,00028.32%
Stuart Chaussee & Associates, Inc. 330,025$38,006,00023.53%
DERBY & COMPANY, INC 343,737$39,585,00020.05%
Mercer Investments LLC 6,319$727,731,00015.38%
VPR Management LLC 340,185$39,176,00014.78%
Zions Bancorporation, N.A. 851,683$98,080,00014.36%
Berkshire Money Management, Inc. 575,389$66,262,00014.01%
Homrich & Berg 2,278,929$262,442,00013.88%
E&G Advisors, LP 252,390$29,065,00012.40%
FundX Investment Group, LLC 245,779$28,304,00011.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders