VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. 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 | $218,714 | -4.1% | 1,404 | 0.0% | 0.09% | -2.2% |
| Q2 2023 | $227,975 | +5.5% | 1,404 | 0.0% | 0.09% | -10.0% |
| Q1 2023 | $216,157 | +1.4% | 1,404 | 0.0% | 0.10% | -10.7% |
| Q4 2022 | $213,124 | +6.0% | 1,404 | +0.1% | 0.11% | +1.8% |
| Q2 2022 | $201,000 | -11.5% | 1,402 | 0.0% | 0.11% | +6.8% |
| Q1 2022 | $227,000 | -5.8% | 1,402 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $241,000 | +12.1% | 1,402 | 0.0% | 0.10% | -7.1% |
| Q3 2021 | $215,000 | -0.9% | 1,402 | 0.0% | 0.11% | -9.7% |
| Q2 2021 | $217,000 | +5.3% | 1,402 | 0.0% | 0.12% | -8.1% |
| Q1 2021 | $206,000 | – | 1,402 | – | 0.14% | – |
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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% |