Accurate Wealth Management, 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
Accurate Wealth Management, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2023$220,236
-0.4%
1,424
-0.3%
0.08%
-6.2%
Q4 2022$221,081
-39.1%
1,429
-45.0%
0.08%
-46.4%
Q3 2022$363,000
+47.0%
2,600
+53.7%
0.15%
+12.7%
Q2 2022$247,000
-7.8%
1,692
+2.3%
0.13%
+11.7%
Q1 2022$268,000
+1.5%
1,654
+0.6%
0.12%
-44.4%
Q4 2021$264,000
+1.5%
1,6440.0%0.22%
-4.4%
Q3 2021$260,000
+19.8%
1,644
+17.2%
0.23%
+18.3%
Q2 2021$217,0001,4030.19%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 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