VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,086 | +17.0% | 2,144 | +22.3% | 0.08% | +16.9% |
| Q2 2023 | $284,659 | -12.6% | 1,753 | -17.2% | 0.07% | -26.0% |
| Q1 2023 | $325,845 | +0.3% | 2,116 | -1.1% | 0.10% | -9.4% |
| Q4 2022 | $324,900 | +10.9% | 2,140 | +4.8% | 0.11% | -8.6% |
| Q3 2022 | $293,000 | 0.0% | 2,042 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $293,000 | +4.3% | 2,042 | +24.8% | 0.12% | +14.9% |
| Q1 2022 | $281,000 | 0.0% | 1,636 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $281,000 | +29.5% | 1,636 | +16.0% | 0.10% | +11.0% |
| Q3 2021 | $217,000 | 0.0% | 1,410 | +0.4% | 0.09% | -7.1% |
| Q2 2021 | $217,000 | +5.3% | 1,404 | +0.3% | 0.10% | -5.8% |
| Q1 2021 | $206,000 | +984.2% | 1,400 | +723.5% | 0.10% | +593.3% |
| Q4 2018 | $19,000 | – | 170 | – | 0.02% | – |
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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% |