Mount Yale Investment Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 910 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$944,400
-4.3%
6,0780.0%0.10%
-1.9%
Q2 2023$987,250
+5.8%
6,078
+0.3%
0.10%0.0%
Q1 2023$932,839
+1.4%
6,0570.0%0.10%
+1.0%
Q4 2022$919,755
+11.6%
6,057
-0.6%
0.10%
-4.6%
Q3 2022$824,000
-8.2%
6,093
-2.7%
0.11%
-3.5%
Q2 2022$898,000
-11.1%
6,260
+0.5%
0.11%
+2.7%
Q1 2022$1,010,000
-5.5%
6,228
+0.0%
0.11%
-0.9%
Q4 2021$1,069,000
+19.2%
6,226
+6.6%
0.11%
+7.8%
Q3 2021$897,000
+5.4%
5,838
+6.1%
0.10%0.0%
Q2 2021$851,000
+3.3%
5,500
-1.8%
0.10%
-4.6%
Q1 2021$824,000
+206.3%
5,600
+167.6%
0.11%
+184.2%
Q3 2020$269,000
-12.7%
2,093
-20.5%
0.04%
-30.9%
Q2 2020$308,000
+41.9%
2,632
+25.3%
0.06%
+12.2%
Q1 2020$217,000
-17.2%
2,100
+0.3%
0.05%
+6.5%
Q4 2019$262,000
+4.0%
2,0930.0%0.05%
+2.2%
Q3 2019$252,000
+4.1%
2,0930.0%0.04%0.0%
Q2 2019$242,000
+5.7%
2,0930.0%0.04%
+4.7%
Q1 2019$229,000
+4.1%
2,0930.0%0.04%
-4.4%
Q4 2018$220,000
-11.3%
2,093
-8.6%
0.04%
+4.7%
Q3 2018$248,000
-49.4%
2,289
-52.5%
0.04%
-53.8%
Q2 2018$490,000
-3.4%
4,821
-3.9%
0.09%
-14.7%
Q1 2018$507,0005,0190.11%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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