PETERSON WEALTH MANAGEMENT - 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
PETERSON WEALTH MANAGEMENT ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$10,661,813
+1.0%
68,618
+5.6%
8.77%
+5.0%
Q2 2023$10,553,530
+42.1%
64,973
+34.8%
8.36%
+17.6%
Q1 2023$7,424,328
+0.7%
48,207
-0.7%
7.11%
-5.4%
Q4 2022$7,372,582
-10.8%
48,552
-20.6%
7.52%
-2.4%
Q3 2022$8,261,000
+45.8%
61,118
+54.8%
7.70%
+5.1%
Q2 2022$5,666,000
-37.7%
39,490
-29.6%
7.32%
+19.9%
Q1 2022$9,101,000
+27.4%
56,124
+34.9%
6.11%
+28.0%
Q4 2021$7,146,000
+17.2%
41,605
+4.8%
4.77%
+1.1%
Q3 2021$6,095,000
+1.4%
39,684
+2.2%
4.72%
+0.7%
Q2 2021$6,008,000
+1.7%
38,817
-3.3%
4.69%
-6.5%
Q1 2021$5,907,000
-2.0%
40,159
-5.9%
5.01%
+2.5%
Q4 2020$6,028,000
+13.0%
42,698
+3.0%
4.89%
+3.6%
Q3 2020$5,333,000
+12.9%
41,451
+2.8%
4.72%
+0.6%
Q2 2020$4,724,000
+24.3%
40,318
+9.7%
4.70%
+1.4%
Q1 2020$3,801,000
-26.2%
36,764
-9.7%
4.63%
-1.0%
Q4 2019$5,148,00040,7344.68%
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