VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $221,928 | +1.4% | 1,441 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $218,816 | -47.1% | 1,441 | -50.0% | 0.04% | 0.0% |
| Q2 2022 | $414,000 | +82.4% | 2,882 | +105.9% | 0.04% | +7.5% |
| Q1 2022 | $227,000 | -5.4% | 1,400 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $240,000 | +11.6% | 1,400 | 0.0% | 0.04% | -4.9% |
| Q3 2021 | $215,000 | -0.9% | 1,400 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $217,000 | +5.9% | 1,400 | 0.0% | 0.04% | +2.4% |
| Q1 2021 | $205,000 | -66.6% | 1,400 | -75.0% | 0.04% | -43.8% |
| Q1 2019 | $614,000 | +12.0% | 5,600 | 0.0% | 0.07% | +2.8% |
| Q4 2018 | $548,000 | +76.8% | 5,600 | +100.0% | 0.07% | +7.6% |
| Q3 2018 | $310,000 | -45.6% | 2,800 | -50.0% | 0.07% | +4.8% |
| Q2 2018 | $570,000 | +0.7% | 5,600 | 0.0% | 0.06% | -4.5% |
| Q1 2018 | $566,000 | -1.0% | 5,600 | 0.0% | 0.07% | -2.9% |
| Q4 2017 | $572,000 | +115.8% | 5,600 | +100.0% | 0.07% | +9.7% |
| Q3 2017 | $265,000 | +2.3% | 2,800 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $259,000 | +2.8% | 2,800 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $252,000 | +5.4% | 2,800 | 0.0% | 0.06% | +8.8% |
| Q4 2016 | $239,000 | +1.7% | 2,800 | 0.0% | 0.06% | -1.7% |
| Q3 2016 | $235,000 | +0.9% | 2,800 | 0.0% | 0.06% | -3.3% |
| Q2 2016 | $233,000 | – | 2,800 | – | 0.06% | – |
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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% |