GREAT VALLEY ADVISOR GROUP, INC. - 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
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$7,201,532
-3.6%
46,350
+0.7%
0.30%
-4.5%
Q2 2023$7,473,488
+6.8%
46,010
+1.2%
0.31%
-4.0%
Q1 2023$6,999,451
+6.4%
45,451
+5.0%
0.33%
-3.0%
Q4 2022$6,575,633
+13.5%
43,305
+1.1%
0.34%
+3.7%
Q3 2022$5,791,000
-13.2%
42,845
-7.8%
0.32%
-11.7%
Q2 2022$6,669,000
+1.9%
46,483
+15.3%
0.37%
-3.9%
Q1 2022$6,545,000
-4.9%
40,298
+0.3%
0.38%
-10.1%
Q4 2021$6,879,000
+13.4%
40,175
+1.7%
0.42%
+1.7%
Q3 2021$6,068,000
+0.5%
39,510
+1.1%
0.42%
-6.3%
Q2 2021$6,037,000
+21.4%
39,062
+15.5%
0.45%
-6.9%
Q1 2021$4,973,000
-6.2%
33,810
-10.0%
0.48%
-12.6%
Q4 2020$5,301,000
+8.1%
37,549
-1.5%
0.55%
-9.0%
Q3 2020$4,904,000
+10.7%
38,106
+0.8%
0.60%
-17.0%
Q2 2020$4,431,000
+17.6%
37,813
+3.7%
0.72%
-27.4%
Q1 2020$3,769,000
-17.5%
36,453
-0.6%
1.00%
-2.0%
Q4 2019$4,571,000
+3.8%
36,665
-0.5%
1.02%
-4.2%
Q3 2019$4,404,000
+3.9%
36,832
+0.1%
1.06%
-0.2%
Q2 2019$4,237,000
+4.2%
36,789
-0.8%
1.06%
-17.7%
Q1 2019$4,066,000
+12.8%
37,086
+0.8%
1.29%
-3.9%
Q4 2018$3,605,00036,8091.35%
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