American Trust - 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
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 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