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 | $3,245,456 | -48.2% | 20,887 | -45.9% | 2.30% | -45.5% |
| Q2 2023 | $6,269,625 | +8.2% | 38,599 | +2.6% | 4.21% | +11.3% |
| Q1 2023 | $5,794,308 | +2.9% | 37,623 | +1.4% | 3.79% | -11.8% |
| Q4 2022 | $5,633,724 | +12.9% | 37,101 | +0.5% | 4.29% | +20.5% |
| Q3 2022 | $4,989,000 | +19.0% | 36,913 | +26.4% | 3.56% | +28.2% |
| Q2 2022 | $4,191,000 | +14867.9% | 29,211 | +15114.1% | 2.78% | +13785.0% |
| Q1 2021 | $28,000 | +33.3% | 192 | +8.5% | 0.02% | -4.8% |
| Q2 2020 | $21,000 | -70.4% | 177 | -74.3% | 0.02% | -56.2% |
| Q1 2020 | $71,000 | +10.9% | 690 | +34.5% | 0.05% | +23.1% |
| Q4 2019 | $64,000 | +4.9% | 513 | +0.4% | 0.04% | +34.5% |
| Q3 2019 | $61,000 | +3.4% | 511 | +0.6% | 0.03% | 0.0% |
| Q2 2019 | $59,000 | +7.3% | 508 | +0.8% | 0.03% | 0.0% |
| Q1 2019 | $55,000 | +12.2% | 504 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $49,000 | -10.9% | 504 | +1.0% | 0.03% | -3.2% |
| Q3 2018 | $55,000 | +10.0% | 499 | +0.6% | 0.03% | +6.9% |
| Q2 2018 | $50,000 | 0.0% | 496 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $50,000 | -74.5% | 496 | -74.2% | 0.03% | -76.7% |
| Q4 2017 | $196,000 | +317.0% | 1,921 | +287.3% | 0.12% | +263.6% |
| Q3 2017 | $47,000 | – | 496 | – | 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% |