VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 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 | 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% |