Fermata Advisors, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

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 2023
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