VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82 | +6.5% | 527 | +10.5% | 0.02% | +6.2% |
| Q2 2023 | $77 | +67.4% | 477 | +59.0% | 0.02% | +60.0% |
| Q1 2023 | $46 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $46 | -99.9% | 300 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $41,000 | -4.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -12.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $49,000 | -29.0% | 300 | -25.0% | 0.01% | -30.8% |
| Q4 2021 | $69,000 | -65.2% | 400 | -69.0% | 0.01% | -67.5% |
| Q3 2021 | $198,000 | +17.2% | 1,290 | +17.8% | 0.04% | +21.2% |
| Q2 2021 | $169,000 | +5.0% | 1,095 | 0.0% | 0.03% | +6.5% |
| Q1 2021 | $161,000 | -28.4% | 1,095 | -31.3% | 0.03% | -29.5% |
| Q4 2020 | $225,000 | +9.8% | 1,595 | 0.0% | 0.04% | -10.2% |
| Q3 2020 | $205,000 | – | 1,595 | – | 0.05% | – |
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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% |