VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,380 | -4.0% | 2,113 | +0.3% | 0.03% | -2.9% |
| Q2 2023 | $342,054 | -9.0% | 2,106 | -13.8% | 0.04% | -14.6% |
| Q1 2023 | $376,081 | -30.4% | 2,442 | -31.4% | 0.04% | -31.7% |
| Q4 2022 | $540,693 | +71.6% | 3,561 | +52.8% | 0.06% | +62.2% |
| Q3 2022 | $315,000 | -16.7% | 2,330 | -11.6% | 0.04% | -15.9% |
| Q2 2022 | $378,000 | +17.8% | 2,635 | +32.9% | 0.04% | +37.5% |
| Q1 2022 | $321,000 | -5.3% | 1,983 | +0.5% | 0.03% | -3.0% |
| Q4 2021 | $339,000 | +14.9% | 1,974 | +2.7% | 0.03% | 0.0% |
| Q3 2021 | $295,000 | +12.2% | 1,923 | +3.1% | 0.03% | 0.0% |
| Q4 2020 | $263,000 | +10.0% | 1,866 | +0.4% | 0.03% | 0.0% |
| Q3 2020 | $239,000 | -43.4% | 1,858 | -64.6% | 0.03% | -2.9% |
| Q1 2015 | $422,000 | – | 5,250 | – | 0.03% | – |
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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% |