VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,517 | +83.1% | 626 | +91.4% | 0.01% | +80.0% |
| Q2 2023 | $53,270 | +5.8% | 327 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $50,362 | +1.4% | 327 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $49,655 | +10.3% | 327 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $45,000 | +104.5% | 331 | +116.3% | 0.01% | +150.0% |
| Q2 2022 | $22,000 | -8.3% | 153 | +4.1% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | +166.7% | 147 | +86.1% | 0.00% | +100.0% |
| Q2 2020 | $9,000 | +50.0% | 79 | +51.9% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | -25.0% | 52 | -33.3% | 0.00% | -50.0% |
| Q4 2018 | $8,000 | +14.3% | 78 | +13.0% | 0.00% | +100.0% |
| Q1 2018 | $7,000 | 0.0% | 69 | -2.8% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | – | 71 | +3450.0% | 0.00% | – |
| Q2 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Capital Management Ltd | 441,073 | $48,359,000 | 29.27% |
| Stuart Chaussee & Associates, Inc. | 332,598 | $36,466,000 | 23.52% |
| DERBY & COMPANY, INC | 345,747 | $37,908,000 | 20.52% |
| Stokes & Hubbell Capital Management, LLC | 778,278 | $85,330,000 | 17.94% |
| VPR Management LLC | 340,185 | $37,298,000 | 17.64% |
| Zions Bancorporation, N.A. | 787,455 | $86,337,000 | 13.94% |
| Berkshire Money Management, Inc. | 569,984 | $62,493,000 | 13.83% |
| Homrich & Berg | 2,233,473 | $244,876,000 | 12.74% |
| E&G Advisors, LP | 252,579 | $27,693,000 | 12.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 218,859 | $23,996,000 | 11.56% |