CM WEALTH ADVISORS LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
CM WEALTH ADVISORS LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$6,235,543
-48.9%
38,603
-47.4%
2.40%
-39.9%
Q2 2023$12,197,551
+63270.5%
73,426
-41.4%
4.00%
+7.4%
Q1 2023$19,248
-99.7%
125,252
+232.8%
3.72%
+27.5%
Q4 2022$5,720,272
+12.4%
37,641
-0.0%
2.92%
+3.5%
Q3 2022$5,089,450
-5.8%
37,6550.0%2.82%
-14.7%
Q2 2022$5,402,36337,6553.31%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2022
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 707,346$55,138,00038.35%
Paragon Capital Management Ltd 512,816$39,973,969,00027.52%
HM Capital Management, LLC 172,358$13,436,00016.49%
Sigma Investment Management Co 304,090$23,704,00016.25%
HT Partners LLC 374,554$29,368,779,00015.33%
E&G Advisors, LP 293,068$22,845,00014.76%
Homrich & Berg 1,584,268$123,494,00014.00%
MDE Group 779,443$60,758,00013.98%
Stearns Financial Services Group 396,496$30,907,00011.33%
Berkshire Money Management, Inc. 204,302$15,925,361,00011.11%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders