Novak & Powell Financial Services, Inc. - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,969 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2024. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
Novak & Powell Financial Services, Inc. ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q2 2024$3,607,823
-0.3%
19,764
-0.2%
2.24%
-17.2%
Q1 2024$3,617,044
+7.2%
19,808
-0.0%
2.71%
+20.2%
Q4 2023$3,375,43619,8092.25%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2024
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 608,405$50,644,00027.36%
Paragon Capital Management Ltd 519,858$43,273,00023.79%
Stokes & Hubbell Capital Management, LLC 594,190$49,460,00021.33%
Stanford Investment Group, Inc. 442,740$36,854,00018.80%
HM Capital Management, LLC 170,815$14,220,00014.80%
Homrich & Berg 1,838,175$153,010,00014.55%
Diversified Trust Co 1,389,659$115,675,00013.35%
E&G Advisors, LP 252,324$21,003,00012.74%
INTERACTIVE FINANCIAL ADVISORS, INC. 225,463$18,768,0009.89%
Retirement Planning Group, LLC 347,462$28,923,0009.80%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders