Newton One Investments LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$94,295
-3.9%
607
+0.5%
0.06%0.0%
Q2 2023$98,099
+5.5%
6040.0%0.06%0.0%
Q1 2023$93,014
+1.9%
604
+0.5%
0.06%
-5.1%
Q4 2022$91,260
+12.7%
6010.0%0.06%
+1.7%
Q3 2022$81,000
-5.8%
6010.0%0.06%
-9.4%
Q2 2022$86,000
-11.3%
6010.0%0.06%
-9.9%
Q1 2022$97,000
-5.8%
6010.0%0.07%
-2.7%
Q4 2021$103,000
+12.0%
601
+0.5%
0.07%
+5.8%
Q3 2021$92,0000.0%598
+0.3%
0.07%
-5.5%
Q2 2021$92,000
+5.7%
596
+0.5%
0.07%
-5.2%
Q1 2021$87,000
+4.8%
593
+0.3%
0.08%
-6.1%
Q4 2020$83,0005910.08%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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