Secure Asset Management, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,893,444
-6.4%
25,058
-2.1%
1.16%
-7.8%
Q2 2023$4,158,367
+124.4%
25,601
+112.8%
1.26%
+104.5%
Q1 2023$1,852,891
-0.8%
12,031
-2.2%
0.62%
-7.9%
Q4 2022$1,868,037
+10.6%
12,302
-1.5%
0.67%
-29.1%
Q3 2022$1,689,000
-8.2%
12,495
-2.5%
0.95%
-7.1%
Q2 2022$1,839,000
-14.6%
12,817
-3.5%
1.02%
+4.8%
Q1 2022$2,154,000
-17.5%
13,281
-12.6%
0.97%
-8.1%
Q4 2021$2,610,000
+29.9%
15,194
+16.2%
1.06%
+6.6%
Q3 2021$2,009,000
+2.0%
13,078
+2.8%
0.99%
-0.7%
Q2 2021$1,969,000
+11.0%
12,720
+5.4%
1.00%
+1.2%
Q1 2021$1,774,000
+19.4%
12,063
+14.6%
0.99%
+12.8%
Q4 2020$1,486,000
+15.2%
10,527
+5.0%
0.88%
-1.0%
Q3 2020$1,290,000
+6.6%
10,025
-2.9%
0.88%
+3.6%
Q2 2020$1,210,000
+10.2%
10,322
-2.8%
0.85%
-27.8%
Q1 2020$1,098,000
-19.6%
10,618
-3.0%
1.18%
+22.9%
Q4 2019$1,365,00010,9470.96%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2021
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