Evergreen Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 986 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Evergreen Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$946,470
-3.9%
6,091
+0.5%
0.34%
-2.0%
Q2 2023$984,880
+5.5%
6,0630.0%0.35%
+0.3%
Q1 2023$933,826
+1.9%
6,063
+0.5%
0.35%
-4.7%
Q4 2022$916,438
-12.3%
6,035
-22.0%
0.36%
-17.3%
Q3 2022$1,045,000
-5.3%
7,735
+0.5%
0.44%
-0.9%
Q2 2022$1,104,000
-6.8%
7,697
+5.3%
0.44%
+6.7%
Q1 2022$1,185,000
-5.8%
7,310
-0.2%
0.42%
-3.0%
Q4 2021$1,258,000
+8.9%
7,324
-2.6%
0.43%
+4.4%
Q3 2021$1,155,000
+8.8%
7,518
+4.1%
0.41%
-10.8%
Q2 2021$1,062,0000.0%7,2190.0%0.46%
+13.3%
Q1 2021$1,062,000
+3.2%
7,219
-0.9%
0.41%
-3.8%
Q4 2020$1,029,000
+8.3%
7,287
-1.3%
0.42%
-2.5%
Q3 2020$950,000
+10.5%
7,380
+0.5%
0.43%
+4.1%
Q2 2020$860,000
+13.8%
7,343
+0.5%
0.42%
-1.7%
Q1 2020$756,000
-23.5%
7,309
-7.7%
0.42%
-24.3%
Q4 2019$988,000
+3.2%
7,922
-1.0%
0.56%
-4.3%
Q3 2019$957,000
+2.0%
8,000
-1.8%
0.58%
-0.7%
Q2 2019$938,000
+0.6%
8,144
-4.2%
0.59%
-25.0%
Q1 2019$932,000
+2.3%
8,500
-8.6%
0.78%
-13.2%
Q4 2018$911,0009,3020.90%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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