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 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