VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 986 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,133 | -3.6% | 6,932 | +0.8% | 1.33% | +5.3% |
| Q2 2023 | $1,116,975 | +3.4% | 6,877 | -2.0% | 1.26% | -10.3% |
| Q1 2023 | $1,080,481 | +9.3% | 7,016 | +7.8% | 1.41% | +0.3% |
| Q4 2022 | $988,562 | +56.4% | 6,510 | +39.3% | 1.41% | +63.9% |
| Q3 2022 | $632,000 | +6.6% | 4,674 | +13.1% | 0.86% | -11.5% |
| Q2 2022 | $593,000 | -5.1% | 4,133 | +7.2% | 0.97% | +27.3% |
| Q1 2022 | $625,000 | +11.6% | 3,856 | +18.2% | 0.76% | +63.9% |
| Q4 2021 | $560,000 | +558.8% | 3,261 | +326.3% | 0.46% | +151.4% |
| Q3 2018 | $85,000 | +9.0% | 765 | 0.0% | 0.18% | -0.5% |
| Q2 2018 | $78,000 | +160.0% | 765 | +159.3% | 0.19% | +135.4% |
| Q1 2018 | $30,000 | +20.0% | 295 | +20.4% | 0.08% | +33.9% |
| Q4 2017 | $25,000 | -28.6% | 245 | -45.3% | 0.06% | +47.5% |
| Q2 2015 | $35,000 | -2.8% | 448 | 0.0% | 0.04% | -7.0% |
| Q1 2015 | $36,000 | 0.0% | 448 | 0.0% | 0.04% | +2.4% |
| Q4 2014 | $36,000 | – | 448 | – | 0.04% | – |
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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% |