IAG Wealth Partners, LLC - 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
IAG Wealth Partners, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$7,248,573
-9.3%
46,651
-5.2%
2.02%
-4.4%
Q2 2023$7,993,723
+1.7%
49,213
-3.6%
2.11%
-3.2%
Q1 2023$7,863,651
-28.1%
51,059
-29.2%
2.18%
-32.3%
Q4 2022$10,943,893
+15.1%
72,070
+2.5%
3.22%
+2.1%
Q3 2022$9,508,000
-6.3%
70,345
-0.5%
3.16%
-4.9%
Q2 2022$10,145,000
-11.9%
70,713
-0.4%
3.32%
-8.3%
Q1 2022$11,509,000
-3.9%
70,974
+1.8%
3.62%
-5.7%
Q4 2021$11,973,000
+10.4%
69,712
-1.2%
3.84%
-0.5%
Q3 2021$10,844,000
-0.2%
70,593
+0.6%
3.86%
-1.1%
Q2 2021$10,864,000
+3.3%
70,186
-1.9%
3.90%
-2.8%
Q1 2021$10,520,000
+5.6%
71,521
+1.3%
4.01%
-1.4%
Q4 2020$9,964,000
+6.7%
70,576
-2.7%
4.07%
-5.5%
Q3 2020$9,337,000
+10.7%
72,569
+0.8%
4.31%
+5.4%
Q2 2020$8,434,000
+18.3%
71,974
+4.4%
4.09%
-14.1%
Q1 2020$7,131,000
+4.4%
68,966
+25.8%
4.76%
+6.6%
Q4 2019$6,832,00054,8044.46%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
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