CBIZ Investment Advisory Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,157 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2024$37,970
-0.0%
2080.0%0.00%
-33.3%
Q1 2024$37,983
-2.6%
208
-17.5%
0.00%0.0%
Q3 2021$39,000
+95.0%
252
+100.0%
0.00%
+50.0%
Q2 2021$20,000
+5.3%
1260.0%0.00%
+100.0%
Q1 2021$19,000
+5.6%
1260.0%0.00%
-50.0%
Q4 2020$18,000
+12.5%
1260.0%0.00%0.0%
Q3 2020$16,000
+6.7%
1260.0%0.00%0.0%
Q2 2020$15,000
+15.4%
1260.0%0.00%0.0%
Q1 2020$13,000
-18.8%
1260.0%0.00%0.0%
Q4 2019$16,0001260.00%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2020
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 610,365$51,991,00023.72%
Stokes & Hubbell Capital Management, LLC 600,423$51,144,00019.89%
Stanford Investment Group, Inc. 440,441$37,517,00018.28%
Homrich & Berg 1,918,872$163,449,00014.78%
HM Capital Management, LLC 151,998$12,950,00013.18%
Bryn Mawr Capital Management, LLC 149,994$12,776,00013.02%
E&G Advisors, LP 258,021$21,978,00013.02%
MML INVESTORS SERVICES, LLC 133,892$11,405,00012.78%
Retirement Planning Group, LLC 345,086$29,394,0009.40%
Stearns Financial Services Group 405,746$34,561,0008.97%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders