Atlas Private Wealth Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

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VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

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Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$939,238
-4.0%
6,045
+0.4%
0.50%
-2.3%
Q2 2023$978,251
+4.6%
6,023
-0.8%
0.52%
-8.2%
Q1 2023$934,933
+1.4%
6,071
+0.0%
0.56%
+32.2%
Q4 2022$921,639
+12.4%
6,069
+0.0%
0.42%
-28.5%
Q3 2022$820,000
-5.9%
6,068
-0.1%
0.59%
-0.2%
Q2 2022$871,000
-11.6%
6,074
+0.0%
0.60%
+4.0%
Q1 2022$985,000
-4.8%
6,073
+0.8%
0.57%
-0.9%
Q4 2021$1,035,000
+11.9%
6,024
+0.0%
0.58%
+1.9%
Q3 2021$925,000
-8.7%
6,023
-7.9%
0.57%
-9.4%
Q2 2021$1,013,000
+3.3%
6,543
-1.9%
0.62%
-0.3%
Q1 2021$981,000
-50.9%
6,670
-52.8%
0.63%
-55.9%
Q4 2020$1,996,000
-2.5%
14,139
-11.2%
1.42%
-11.3%
Q3 2020$2,048,000
+9.6%
15,917
-0.1%
1.60%
+6.6%
Q2 2020$1,868,000
+3.5%
15,938
-8.7%
1.50%
-9.7%
Q1 2020$1,805,000
-18.6%
17,459
-1.8%
1.67%
-2.1%
Q4 2019$2,217,000–17,782–1.70%–
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Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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