Morton Capital Management LLC/CA - 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
Morton Capital Management LLC/CA ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$3,986,781
-5.0%
25,658
-0.7%
1.41%
-1.5%
Q2 2023$4,196,585
+3.3%
25,836
-2.1%
1.43%
-0.3%
Q1 2023$4,064,365
+1.1%
26,390
-0.3%
1.44%
-8.3%
Q4 2022$4,018,447
+12.3%
26,463
-0.0%
1.57%
-3.7%
Q3 2022$3,578,532
-5.5%
26,476
+0.3%
1.63%
-1.3%
Q2 2022$3,788,220
-9.8%
26,404
+1.9%
1.65%
-4.2%
Q1 2022$4,200,707
-5.2%
25,905
+0.4%
1.72%
-3.9%
Q4 2021$4,430,66925,7971.79%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 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