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 ↓
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