Seven Springs Wealth Group, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$4,548,410
-4.4%
29,273
-0.1%
2.18%
-3.5%
Q2 2023$4,759,493
+4.4%
29,302
-1.1%
2.26%
+0.3%
Q1 2023$4,560,669
+0.8%
29,613
-0.6%
2.25%
+3.1%
Q4 2022$4,524,387
+12.4%
29,7950.0%2.18%
-0.2%
Q3 2022$4,027,000
-6.3%
29,795
-0.6%
2.19%
+1.6%
Q2 2022$4,299,000
-11.6%
29,963
-0.1%
2.15%
-6.6%
Q1 2022$4,865,000
-5.8%
30,004
-0.3%
2.31%
-2.2%
Q4 2021$5,167,000
+11.3%
30,086
-0.5%
2.36%
+3.7%
Q3 2021$4,644,000
-1.0%
30,232
-0.2%
2.28%
+12.1%
Q2 2021$4,690,000
+2.3%
30,298
-2.8%
2.03%
-6.0%
Q1 2021$4,585,000
+4.4%
31,173
+0.2%
2.16%
-4.8%
Q4 2020$4,393,000
+2.5%
31,120
-6.5%
2.27%
-15.7%
Q3 2020$4,284,000
+8.6%
33,296
-1.1%
2.69%
+7.1%
Q2 2020$3,944,000
+13.6%
33,655
+0.2%
2.51%
+2.7%
Q1 2020$3,471,000
+186.2%
33,573
+245.0%
2.45%
+197.2%
Q4 2019$1,213,0009,7310.82%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2022
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