MOTIVE WEALTH ADVISORS - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
MOTIVE WEALTH ADVISORS ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$7,728,757
-4.2%
49,741
+0.2%
8.49%
+1.6%
Q2 2023$8,067,249
+4.5%
49,666
-0.9%
8.35%
-1.1%
Q1 2023$7,721,292
-31.3%
50,135
-32.3%
8.44%
-1.8%
Q4 2022$11,246,260
+13.0%
74,062
+0.6%
8.60%
+6.6%
Q3 2022$9,955,000
+2.5%
73,655
+8.9%
8.06%
+5.4%
Q2 2022$9,708,000
-11.9%
67,666
-0.4%
7.65%
+1.4%
Q1 2022$11,020,000
-4.6%
67,959
+1.0%
7.55%
+8.6%
Q4 2021$11,551,000
+8.7%
67,256
-2.8%
6.95%
-3.1%
Q3 2021$10,630,000
+6.6%
69,208
+7.4%
7.18%
+0.6%
Q2 2021$9,972,00064,4257.13%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 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