VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,975 | +47.9% | 2,581 | +54.6% | 0.04% | +44.4% |
| Q2 2023 | $271,028 | -10.0% | 1,669 | -14.6% | 0.03% | -18.2% |
| Q1 2023 | $301,026 | +35.1% | 1,955 | +33.2% | 0.03% | +22.2% |
| Q4 2022 | $222,866 | +45.7% | 1,468 | +29.3% | 0.03% | +22.7% |
| Q3 2022 | $153,000 | +59.4% | 1,135 | +69.7% | 0.02% | +29.4% |
| Q2 2022 | $96,000 | -22.6% | 669 | -12.3% | 0.02% | -15.0% |
| Q1 2022 | $124,000 | -14.5% | 763 | -9.4% | 0.02% | -13.0% |
| Q4 2021 | $145,000 | +9.8% | 842 | -1.6% | 0.02% | -11.5% |
| Q3 2021 | $132,000 | +9.1% | 856 | +9.9% | 0.03% | -7.1% |
| Q2 2021 | $121,000 | +6.1% | 779 | +0.1% | 0.03% | -17.6% |
| Q1 2021 | $114,000 | +3.6% | 778 | +0.3% | 0.03% | -8.1% |
| Q4 2020 | $110,000 | +7.8% | 776 | -2.0% | 0.04% | -11.9% |
| Q3 2020 | $102,000 | +34.2% | 792 | +21.3% | 0.04% | +16.7% |
| Q2 2020 | $76,000 | +145.2% | 653 | +115.5% | 0.04% | +89.5% |
| Q1 2020 | $31,000 | -61.7% | 303 | -53.2% | 0.02% | -59.6% |
| Q4 2019 | $81,000 | -1.2% | 648 | -5.0% | 0.05% | -13.0% |
| Q3 2019 | $82,000 | +134.3% | 682 | +126.6% | 0.05% | +107.7% |
| Q2 2019 | $35,000 | +16.7% | 301 | +11.5% | 0.03% | +8.3% |
| Q1 2019 | $30,000 | +15.4% | 270 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $26,000 | -89.5% | 270 | -88.9% | 0.02% | -88.5% |
| Q4 2017 | $248,000 | – | 2,433 | – | 0.21% | – |
Download | ||||||
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% |