VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,008,000 | +22.3% | 6,854 | +17.4% | 0.27% | +16.5% |
| Q4 2020 | $824,000 | +14.8% | 5,840 | +5.1% | 0.23% | +3.6% |
| Q3 2020 | $718,000 | +77.7% | 5,557 | +62.2% | 0.22% | +64.4% |
| Q2 2020 | $404,000 | +48.0% | 3,427 | +29.7% | 0.14% | +19.5% |
| Q1 2020 | $273,000 | -25.0% | 2,643 | -9.4% | 0.11% | -9.6% |
| Q4 2019 | $364,000 | +6.1% | 2,918 | +1.8% | 0.12% | -1.6% |
| Q3 2019 | $343,000 | +3.9% | 2,865 | +0.1% | 0.13% | +3.3% |
| Q2 2019 | $330,000 | +4.1% | 2,861 | -0.6% | 0.12% | +4.2% |
| Q1 2019 | $317,000 | -4.2% | 2,877 | -14.8% | 0.12% | -13.9% |
| Q4 2018 | $331,000 | -11.3% | 3,377 | +0.1% | 0.14% | +3.8% |
| Q3 2018 | $373,000 | +7.8% | 3,374 | -0.3% | 0.13% | 0.0% |
| Q2 2018 | $346,000 | +15.7% | 3,384 | +11.8% | 0.13% | +9.1% |
| Q1 2018 | $299,000 | – | 3,028 | – | 0.12% | – |
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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% |