Windward Private Wealth Management Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$7,719,278
-6.1%
49,680
-1.8%
3.49%
-4.1%
Q2 2023$8,219,120
+3.4%
50,601
-2.0%
3.64%
+7.3%
Q1 2023$7,949,842
-1.5%
51,619
-2.9%
3.39%
-5.1%
Q4 2022$8,069,309
+11.7%
53,140
-0.5%
3.58%
+2.8%
Q3 2022$7,221,000
-4.1%
53,428
+1.8%
3.48%
+0.4%
Q2 2022$7,531,000
-13.4%
52,491
-2.1%
3.46%
-3.6%
Q1 2022$8,693,000
-13.7%
53,605
-8.6%
3.59%
-7.6%
Q4 2021$10,074,000
+10.4%
58,655
-1.3%
3.89%
+4.7%
Q3 2021$9,127,000
-2.6%
59,420
-1.8%
3.71%
-3.4%
Q2 2021$9,369,000
+4.6%
60,524
-0.7%
3.84%
-3.3%
Q1 2021$8,960,000
-1.1%
60,921
-5.1%
3.98%
-6.1%
Q4 2020$9,061,00064,1824.23%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
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