CONSULTIVA WEALTH MANAGEMENT, CORP. - 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
CONSULTIVA WEALTH MANAGEMENT, CORP. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$210,363
+23.7%
1,353
+29.2%
5.39%
+25.6%
Q2 2023$170,121
+5.5%
1,0470.0%4.29%
+3.9%
Q1 2023$161,303
+1.8%
1,047
+0.4%
4.13%
+0.2%
Q4 2022$158,490
-99.9%
1,043
+0.3%
4.12%
+4.3%
Q3 2022$141,000,000
-5.4%
1,040
+0.4%
3.96%
-5.3%
Q2 2022$149,000,000
-10.8%
1,036
+0.4%
4.18%
+4.1%
Q1 2022$167,000,000
-5.6%
1,032
+0.3%
4.01%
-0.7%
Q4 2021$177,000,000
+12.0%
1,029
+0.3%
4.04%
+11.1%
Q3 2021$158,000,000
+105233.3%
1,026
+0.6%
3.64%
+11.7%
Q1 2021$150,000
+4.2%
1,020
+0.3%
3.26%
-3.2%
Q4 2020$144,000
-8.9%
1,017
-0.6%
3.36%
+4.5%
Q2 2019$158,0001,0233.22%
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