SAX WEALTH ADVISORS, LLC - 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
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$2,179,110
+1.6%
14,024
+6.2%
0.43%
+0.5%
Q2 2023$2,145,392
+13.1%
13,208
+7.2%
0.43%
+3.6%
Q1 2023$1,897,386
+3.4%
12,320
+2.0%
0.41%
-2.6%
Q4 2022$1,834,126
-0.9%
12,079
-11.8%
0.42%
-11.1%
Q3 2022$1,850,000
-5.8%
13,689
+0.0%
0.48%
-4.6%
Q2 2022$1,964,000
-13.4%
13,688
-2.1%
0.50%
-8.9%
Q1 2022$2,268,000
-9.4%
13,986
-4.0%
0.55%
+5.2%
Q4 2021$2,503,000
+18.0%
14,575
+5.5%
0.52%
+3.4%
Q3 2021$2,122,000
-1.3%
13,813
-0.6%
0.50%
-31.7%
Q2 2021$2,150,000
-43.6%
13,890
-46.4%
0.74%
-47.1%
Q1 2021$3,814,000
+131.9%
25,929
+122.5%
1.40%
+84.5%
Q4 2020$1,645,00011,6510.76%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2021
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