VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,182 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2020. The put-call ratio across all filers is 0.97 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $503 | +5.5% | 3,102 | 0.0% | 0.18% | 0.0% |
| Q1 2023 | $477 | +1.3% | 3,102 | 0.0% | 0.18% | -4.3% |
| Q4 2022 | $471 | -99.9% | 3,102 | 0.0% | 0.19% | -1.1% |
| Q3 2022 | $419,000 | -5.8% | 3,102 | 0.0% | 0.19% | +2.2% |
| Q2 2022 | $445,000 | -11.5% | 3,102 | 0.0% | 0.18% | +5.1% |
| Q1 2022 | $503,000 | -5.6% | 3,102 | 0.0% | 0.18% | -0.6% |
| Q4 2021 | $533,000 | +12.0% | 3,102 | 0.0% | 0.18% | +2.3% |
| Q3 2021 | $476,000 | +4.4% | 3,102 | 0.0% | 0.17% | -4.4% |
| Q1 2021 | $456,000 | +8.3% | 3,102 | +4.1% | 0.18% | -3.7% |
| Q4 2020 | $421,000 | +9.6% | 2,981 | 0.0% | 0.19% | -2.1% |
| Q3 2020 | $384,000 | +11.3% | 2,981 | 0.0% | 0.19% | +1.1% |
| Q2 2020 | $345,000 | +9.9% | 2,981 | 0.0% | 0.19% | -9.1% |
| Q1 2020 | $314,000 | -15.4% | 2,981 | 0.0% | 0.21% | +12.4% |
| Q4 2019 | $371,000 | +4.8% | 2,981 | 0.0% | 0.19% | -3.6% |
| Q3 2019 | $354,000 | +3.2% | 2,981 | 0.0% | 0.19% | +1.6% |
| Q2 2019 | $343,000 | +3.9% | 2,981 | 0.0% | 0.19% | +5.6% |
| Q3 2018 | $330,000 | +8.9% | 2,981 | 0.0% | 0.18% | +3.4% |
| Q2 2018 | $303,000 | +0.7% | 2,981 | 0.0% | 0.17% | +3.6% |
| Q1 2018 | $301,000 | -1.0% | 2,981 | 0.0% | 0.17% | -1.2% |
| Q4 2017 | $304,000 | – | 2,981 | – | 0.17% | – |
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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% |