Herold Advisors, Inc. - 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
Herold Advisors, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$878,393
-11.4%
5,654
-7.3%
0.27%
-11.9%
Q2 2023$991,066
-12.5%
6,101
-17.0%
0.30%
-22.7%
Q1 2023$1,132,843
+69.1%
7,355
+66.7%
0.39%
+38.0%
Q4 2022$669,769
+12.6%
4,411
+0.1%
0.28%
-0.7%
Q3 2022$595,000
-5.9%
4,408
+0.0%
0.29%
+1.4%
Q2 2022$632,000
-99.9%
4,407
+0.0%
0.28%
+11.0%
Q1 2022$714,467,000
+96059.8%
4,405
+1.7%
0.25%
-12.1%
Q4 2021$743,000
+54.8%
4,330
+38.3%
0.29%
+54.5%
Q3 2021$480,0003,1300.19%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2022
NameSharesValueWeighting ↓
Paragon Capital Management Ltd 432,829$49,845,00028.32%
Stuart Chaussee & Associates, Inc. 330,025$38,006,00023.53%
DERBY & COMPANY, INC 343,737$39,585,00020.05%
Mercer Investments LLC 6,319$727,731,00015.38%
VPR Management LLC 340,185$39,176,00014.78%
Zions Bancorporation, N.A. 851,683$98,080,00014.36%
Berkshire Money Management, Inc. 575,389$66,262,00014.01%
Homrich & Berg 2,278,929$262,442,00013.88%
E&G Advisors, LP 252,390$29,065,00012.40%
FundX Investment Group, LLC 245,779$28,304,00011.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders