Arkadios Wealth Advisors - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$750,926
-1.3%
4,833
+3.1%
0.07%
-20.2%
Q2 2023$761,088
+5.5%
4,6860.0%0.09%
+3.5%
Q1 2023$721,635
-1.2%
4,686
-2.5%
0.09%
-11.3%
Q4 2022$730,141
+11.5%
4,808
-0.7%
0.10%
-2.0%
Q3 2022$655,000
-4.0%
4,843
+1.8%
0.10%
-2.0%
Q2 2022$682,000
-17.8%
4,756
-7.0%
0.10%
-7.3%
Q1 2022$830,000
-87.3%
5,116
-86.6%
0.11%
-87.4%
Q4 2021$6,534,000
+784.2%
38,041
+690.2%
0.86%
+708.4%
Q3 2021$739,000
-13.7%
4,814
-13.0%
0.11%
+2.9%
Q2 2021$856,000
+167.5%
5,531
+153.7%
0.10%
+96.2%
Q1 2021$320,000
+51.7%
2,180
+45.4%
0.05%
+20.5%
Q4 2020$211,000
-99.8%
1,499
+79.3%
0.04%
-21.4%
Q3 2020$112,213,000
+11.2%
836
+0.1%
0.06%0.0%
Q2 2020$100,919,000
+16.9%
8350.0%0.06%
+1.8%
Q1 2020$86,347,000
-20.6%
8350.0%0.06%
-15.4%
Q4 2019$108,691,0008350.06%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 432,829$49,845,00028.32%
Stuart Chaussee & Associates, Inc. 330,025$38,006,00023.53%
DERBY & COMPANY, INC 343,737$39,585,00020.05%
Mercer Investments LLC 6,319$727,731,00015.38%
VPR Management LLC 340,185$39,176,00014.78%
Zions Bancorporation, N.A. 851,683$98,080,00014.36%
Berkshire Money Management, Inc. 575,389$66,262,00014.01%
Homrich & Berg 2,278,929$262,442,00013.88%
E&G Advisors, LP 252,390$29,065,00012.40%
FundX Investment Group, LLC 245,779$28,304,00011.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders