American Trust - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
American Trust ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,053,343
-96.9%
6,779
-96.8%
0.08%
-96.5%
Q2 2023$34,063,662
+13.7%
209,713
+10.3%
2.36%
+13.7%
Q1 2023$29,964,384
+17.3%
190,166
+13.0%
2.08%
-12.4%
Q4 2022$25,550,389
+18.8%
168,260
+5.7%
2.37%
+30.9%
Q3 2022$21,510,000
-13.6%
159,142
-8.3%
1.81%
-9.1%
Q2 2022$24,903,000
-19.0%
173,578
-8.4%
2.00%
-3.2%
Q1 2022$30,733,000
+32.9%
189,521
+40.8%
2.06%
+16.9%
Q4 2021$23,120,000134,6131.76%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2022
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