Sage Mountain Advisors 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
Sage Mountain Advisors LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$551,377
-4.3%
3,5490.0%0.08%
-7.3%
Q2 2023$576,395
+5.5%
3,5490.0%0.08%
-6.8%
Q1 2023$546,516
+1.9%
3,549
+0.5%
0.09%
-27.9%
Q4 2022$536,486
+26.2%
3,533
+12.3%
0.12%
+8.0%
Q3 2022$425,000
-5.3%
3,145
+0.5%
0.11%
+43.0%
Q2 2022$449,000
-11.4%
3,129
-0.0%
0.08%0.0%
Q1 2022$507,000
-19.7%
3,130
-14.8%
0.08%
+3.9%
Q4 2021$631,0003,6750.08%
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