Fermata Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$260,840
-2.1%
1,678
-4.3%
0.07%
-7.6%
Q4 2022$266,327
+14.8%
1,754
+2.2%
0.08%
+3.9%
Q3 2022$232,000
-45.3%
1,717
-41.9%
0.08%
-48.6%
Q2 2022$424,000
-16.0%
2,954
-5.2%
0.15%
-21.7%
Q1 2022$505,000
-15.0%
3,117
-9.9%
0.19%
-12.9%
Q4 2021$594,000
-11.9%
3,459
-21.2%
0.22%
-27.2%
Q3 2021$674,000
-13.1%
4,387
-12.5%
0.30%
-33.9%
Q2 2021$776,0005,0120.45%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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