WEBSTERROGERS FINANCIAL ADVISORS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$352,713
-4.3%
2,2700.0%0.16%
-3.7%
Q2 2023$368,716
-13.4%
2,270
-17.9%
0.16%
-17.9%
Q1 2023$425,838
+23.5%
2,765
+21.8%
0.20%
+17.4%
Q4 2022$344,700
+12.3%
2,2700.0%0.17%
+3.7%
Q3 2022$307,000
-14.5%
2,270
-9.2%
0.16%
-8.0%
Q2 2022$359,000
-15.5%
2,499
-4.4%
0.18%
-19.4%
Q1 2022$425,000
+46.0%
2,613
+54.2%
0.22%
+228.8%
Q4 2021$291,000
-1.4%
1,695
-11.8%
0.07%
-2.9%
Q3 2021$295,0001,9210.07%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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