VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,745 | -8.7% | 6,769 | -4.6% | 1.70% | -1.3% |
| Q2 2023 | $1,151,921 | +5.5% | 7,092 | -0.0% | 1.72% | -0.4% |
| Q1 2023 | $1,092,363 | -2.2% | 7,093 | -3.5% | 1.73% | -1.5% |
| Q4 2022 | $1,116,521 | +12.0% | 7,353 | -0.3% | 1.76% | -0.4% |
| Q3 2022 | $997,000 | -7.1% | 7,378 | -1.4% | 1.76% | -3.5% |
| Q2 2022 | $1,073,000 | -14.7% | 7,479 | -3.5% | 1.83% | +0.2% |
| Q1 2022 | $1,258,000 | -17.0% | 7,754 | -12.1% | 1.83% | -13.2% |
| Q4 2021 | $1,516,000 | – | 8,822 | – | 2.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Capital Management Ltd | 441,073 | $48,359,000 | 29.27% |
| Stuart Chaussee & Associates, Inc. | 332,598 | $36,466,000 | 23.52% |
| DERBY & COMPANY, INC | 345,747 | $37,908,000 | 20.52% |
| Stokes & Hubbell Capital Management, LLC | 778,278 | $85,330,000 | 17.94% |
| VPR Management LLC | 340,185 | $37,298,000 | 17.64% |
| Zions Bancorporation, N.A. | 787,455 | $86,337,000 | 13.94% |
| Berkshire Money Management, Inc. | 569,984 | $62,493,000 | 13.83% |
| Homrich & Berg | 2,233,473 | $244,876,000 | 12.74% |
| E&G Advisors, LP | 252,579 | $27,693,000 | 12.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 218,859 | $23,996,000 | 11.56% |