VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,060,112 | +10.0% | 6,823 | +14.9% | 0.04% | +15.6% |
| Q2 2023 | $964,118 | -10.2% | 5,936 | -14.8% | 0.03% | -13.5% |
| Q1 2023 | $1,073,540 | -20.8% | 6,971 | -21.9% | 0.04% | -27.5% |
| Q4 2022 | $1,356,092 | -10.4% | 8,930 | -20.3% | 0.05% | -21.5% |
| Q3 2022 | $1,514,000 | +164.7% | 11,199 | +180.7% | 0.06% | +170.8% |
| Q2 2022 | $572,000 | +116.7% | 3,989 | +132.9% | 0.02% | +118.2% |
| Q1 2022 | $264,000 | -69.3% | 1,713 | -65.8% | 0.01% | -63.3% |
| Q4 2021 | $860,000 | +210.5% | 5,005 | +177.3% | 0.03% | +172.7% |
| Q3 2021 | $277,000 | -0.7% | 1,805 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $279,000 | +5.3% | 1,805 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $265,000 | -35.5% | 1,805 | -38.0% | 0.01% | -42.1% |
| Q4 2020 | $411,000 | +50.5% | 2,910 | +25.1% | 0.02% | +11.8% |
| Q2 2020 | $273,000 | +7.1% | 2,326 | -5.5% | 0.02% | -10.5% |
| Q1 2020 | $255,000 | – | 2,462 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Capital Management Ltd | 432,829 | $49,845,000 | 28.32% |
| Stuart Chaussee & Associates, Inc. | 330,025 | $38,006,000 | 23.53% |
| DERBY & COMPANY, INC | 343,737 | $39,585,000 | 20.05% |
| Mercer Investments LLC | 6,319 | $727,731,000 | 15.38% |
| VPR Management LLC | 340,185 | $39,176,000 | 14.78% |
| Zions Bancorporation, N.A. | 851,683 | $98,080,000 | 14.36% |
| Berkshire Money Management, Inc. | 575,389 | $66,262,000 | 14.01% |
| Homrich & Berg | 2,278,929 | $262,442,000 | 13.88% |
| E&G Advisors, LP | 252,390 | $29,065,000 | 12.40% |
| FundX Investment Group, LLC | 245,779 | $28,304,000 | 11.70% |