VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $221,067 | +5.5% | 1,361 | 0.0% | 0.10% | -2.0% |
| Q1 2023 | $209,608 | -11.6% | 1,361 | -12.8% | 0.10% | -14.4% |
| Q4 2022 | $237,038 | +12.3% | 1,561 | 0.0% | 0.12% | -3.3% |
| Q3 2022 | $211,000 | -5.8% | 1,561 | 0.0% | 0.12% | -5.4% |
| Q2 2022 | $224,000 | -11.5% | 1,561 | -1.9% | 0.13% | -9.2% |
| Q1 2022 | $253,000 | -7.3% | 1,591 | 0.0% | 0.14% | -13.9% |
| Q4 2021 | $273,000 | -15.5% | 1,591 | -27.6% | 0.16% | -29.8% |
| Q1 2021 | $323,000 | -4.7% | 2,198 | -8.3% | 0.24% | -17.5% |
| Q4 2020 | $339,000 | +9.7% | 2,398 | 0.0% | 0.28% | -9.2% |
| Q3 2020 | $309,000 | +10.0% | 2,398 | 0.0% | 0.31% | -7.4% |
| Q2 2020 | $281,000 | +13.3% | 2,398 | 0.0% | 0.34% | -12.2% |
| Q1 2020 | $248,000 | -18.7% | 2,398 | -2.0% | 0.39% | +6.3% |
| Q4 2019 | $305,000 | +4.1% | 2,448 | 0.0% | 0.36% | -4.5% |
| Q3 2019 | $293,000 | +3.9% | 2,448 | 0.0% | 0.38% | -2.3% |
| Q2 2019 | $282,000 | +2.9% | 2,448 | -2.0% | 0.39% | -0.8% |
| Q1 2019 | $274,000 | +11.8% | 2,498 | 0.0% | 0.39% | -4.6% |
| Q4 2018 | $245,000 | – | 2,498 | – | 0.41% | – |
Download | ||||||
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% |