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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,777,857 | -2.4% | 50,057 | +2.1% | 0.76% | +0.5% |
| Q2 2023 | $7,967,354 | +9.8% | 49,051 | +4.2% | 0.76% | +1.7% |
| Q1 2023 | $7,252,947 | +2566.5% | 47,094 | +2343.9% | 0.75% | +1977.8% |
| Q4 2020 | $272,000 | +9.7% | 1,927 | 0.0% | 0.04% | -2.7% |
| Q3 2020 | $248,000 | +9.7% | 1,927 | 0.0% | 0.04% | +5.7% |
| Q2 2020 | $226,000 | -51.1% | 1,927 | -50.0% | 0.04% | -10.3% |
| Q1 2020 | $462,000 | +92.5% | 3,854 | +100.0% | 0.04% | +5.4% |
| Q4 2019 | $240,000 | +3.9% | 1,927 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $231,000 | +4.1% | 1,927 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $222,000 | +2.3% | 1,927 | -2.5% | 0.04% | -5.0% |
| Q1 2019 | $217,000 | -6.9% | 1,977 | -19.6% | 0.04% | +2.6% |
| Q3 2017 | $233,000 | +10.4% | 2,459 | +7.9% | 0.04% | 0.0% |
| Q2 2017 | $211,000 | +4120.0% | 2,279 | +3898.2% | 0.04% | +1850.0% |
| Q1 2015 | $5,000 | – | 57 | – | 0.00% | – |
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% |