RIDGECREST WEALTH PARTNERS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.

Quarter-by-quarter ownership
RIDGECREST WEALTH PARTNERS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,797,727
-4.2%
24,442
+0.2%
2.66%
+1.7%
Q2 2023$3,962,480
+4.9%
24,395
-0.6%
2.62%
-2.7%
Q1 2023$3,777,865
+3.3%
24,530
+1.9%
2.69%
-3.1%
Q4 2022$3,656,548
+94.9%
24,080
+73.5%
2.78%
+81.5%
Q3 2022$1,876,000
+42.0%
13,880
+50.7%
1.53%
+59.2%
Q2 2022$1,321,000
+375.2%
9,210
+437.0%
0.96%
+446.0%
Q1 2022$278,000
-7.0%
1,715
-1.5%
0.18%
+20.5%
Q4 2021$299,0001,7420.15%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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