San Luis Wealth Advisors LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.

Quarter-by-quarter ownership
San Luis Wealth Advisors LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2023$3,274
-7.1%
20,155
-12.0%
1.16%
-14.6%
Q1 2023$3,526
-100.0%
22,893
-60.0%
1.35%
-71.8%
Q1 2022$9,820,000
+78.9%
57,178
+60.0%
4.80%
+57.0%
Q3 2021$5,490,000
-6.8%
35,744
-14.3%
3.06%
-19.5%
Q4 2020$5,888,00041,7093.80%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q1 2023
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