VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,020 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,308 | -2.6% | 1,360 | +1.9% | 0.02% | +6.7% |
| Q2 2023 | $216,902 | -61.9% | 1,335 | -66.9% | 0.02% | -84.7% |
| Q4 2020 | $570,000 | +10.7% | 4,035 | +0.7% | 0.10% | -50.5% |
| Q3 2020 | $515,000 | +22.9% | 4,005 | +12.1% | 0.20% | +26.1% |
| Q2 2020 | $419,000 | +6.1% | 3,573 | -6.5% | 0.16% | +8.3% |
| Q1 2020 | $395,000 | -40.6% | 3,820 | -28.4% | 0.14% | -49.5% |
| Q4 2019 | $665,000 | +11.4% | 5,336 | +7.0% | 0.29% | -2.0% |
| Q3 2019 | $597,000 | -0.2% | 4,989 | -3.9% | 0.29% | +41.5% |
| Q2 2019 | $598,000 | +6.0% | 5,190 | +0.8% | 0.21% | -18.5% |
| Q1 2019 | $564,000 | +2.5% | 5,148 | 0.0% | 0.25% | +1.6% |
| Q4 2018 | $550,000 | -3.2% | 5,148 | +0.3% | 0.25% | +20.2% |
| Q3 2018 | $568,000 | +12.5% | 5,133 | +3.3% | 0.21% | +7.8% |
| Q2 2018 | $505,000 | +1.0% | 4,968 | +0.4% | 0.19% | +4.9% |
| Q1 2018 | $500,000 | -1.0% | 4,949 | 0.0% | 0.18% | -2.6% |
| Q4 2017 | $505,000 | – | 4,949 | – | 0.19% | – |
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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% |