National Wealth Management Group, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.

Quarter-by-quarter ownership
National Wealth Management Group, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$1,985,808
-6.0%
12,780
-1.4%
2.16%
-1.6%
Q2 2023$2,112,249
-9.1%
12,967
-13.3%
2.20%
-17.3%
Q1 2023$2,322,992
-7.4%
14,956
-9.4%
2.66%
-11.7%
Q4 2022$2,508,012
+6.2%
16,516
-5.4%
3.01%
-2.0%
Q3 2022$2,360,763
-27.9%
17,466
-23.5%
3.07%
-25.7%
Q2 2022$3,275,792
-17.7%
22,833
-6.9%
4.13%
+7.6%
Q1 2022$3,979,124
-12.1%
24,538
-6.9%
3.84%
-9.5%
Q4 2021$4,526,61826,3564.24%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2023
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