Phoenix Wealth Advisors - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2022$202,000
-38.6%
1,405
-31.0%
0.20%
-41.5%
Q1 2022$329,000
-6.0%
2,0370.0%0.34%
+28.8%
Q4 2021$350,000
+11.8%
2,0370.0%0.26%
+12.8%
Q3 2021$313,000
-1.6%
2,0370.0%0.23%
+2.2%
Q2 2021$318,000
+5.3%
2,0370.0%0.23%
-2.6%
Q1 2021$302,000
+12.7%
2,037
+7.4%
0.24%
+15.2%
Q4 2020$268,0001,8970.20%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2021
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 707,346$55,138,00038.35%
Paragon Capital Management Ltd 512,816$39,973,969,00027.52%
HM Capital Management, LLC 172,358$13,436,00016.49%
Sigma Investment Management Co 304,090$23,704,00016.25%
HT Partners LLC 374,554$29,368,779,00015.33%
E&G Advisors, LP 293,068$22,845,00014.76%
Homrich & Berg 1,584,268$123,494,00014.00%
MDE Group 779,443$60,758,00013.98%
Stearns Financial Services Group 396,496$30,907,00011.33%
Berkshire Money Management, Inc. 204,302$15,925,361,00011.11%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders