Confluence Wealth Services, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Confluence Wealth Services, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$24,241,073
+12.2%
156,012
+17.3%
4.78%
+4.5%
Q2 2023$21,602,952
+10.0%
132,999
+4.3%
4.58%
-0.0%
Q1 2023$19,635,125
+7.8%
127,493
+6.3%
4.58%
-3.3%
Q4 2022$18,212,268
+461.1%
119,936
+399.3%
4.73%
+244.8%
Q3 2022$3,246,000
+1043.0%
24,019
+1214.7%
1.37%
+998.4%
Q2 2022$284,000
+62.3%
1,827
+79.1%
0.12%
+123.2%
Q4 2021$175,0001,0200.06%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2023
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