One Charles Private Wealth Services, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,182 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2020. The put-call ratio across all filers is 0.97 and the average weighting 1.1%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$557,704
-4.3%
3,589
+0.0%
0.33%
-3.8%
Q2 2023$582,730
+5.5%
3,5880.0%0.34%
-1.2%
Q1 2023$552,522
+1.5%
3,588
+0.1%
0.34%
-2.6%
Q4 2022$544,501
+12.5%
3,586
+0.1%
0.35%
+9.7%
Q3 2022$484,000
-5.7%
3,584
+0.1%
0.32%
-7.2%
Q2 2022$513,000
-11.7%
3,582
+0.1%
0.35%
-4.4%
Q1 2022$581,000
-5.5%
3,580
+0.0%
0.36%
+4.0%
Q4 2021$615,000
+12.0%
3,579
+0.1%
0.35%
+10.1%
Q3 2021$549,000
-3.5%
3,577
-2.7%
0.32%
-17.1%
Q2 2021$569,000
+35.8%
3,677
+11.3%
0.38%
+75.6%
Q2 2020$419,0003,3040.22%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2020
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