VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,405,914 | -44.3% | 234,302 | -41.8% | 1.83% | -42.0% |
| Q2 2023 | $65,397,235 | +66.9% | 402,618 | +58.3% | 3.15% | +31.3% |
| Q1 2023 | $39,182,007 | +3200.9% | 254,412 | +3154.6% | 2.40% | +2760.7% |
| Q4 2022 | $1,187,024 | +15.9% | 7,817 | +3.2% | 0.08% | 0.0% |
| Q3 2022 | $1,024,000 | -14.7% | 7,575 | -9.4% | 0.08% | -16.0% |
| Q2 2022 | $1,200,000 | -12.3% | 8,364 | -0.9% | 0.10% | +3.1% |
| Q1 2022 | $1,369,000 | -0.7% | 8,442 | +5.2% | 0.10% | -5.8% |
| Q4 2021 | $1,378,000 | +26.3% | 8,022 | +12.9% | 0.10% | -31.3% |
| Q3 2021 | $1,091,000 | -4.0% | 7,103 | -3.3% | 0.15% | -26.1% |
| Q2 2021 | $1,136,000 | -62.8% | 7,342 | -64.7% | 0.20% | -65.7% |
| Q1 2021 | $3,056,000 | -25.6% | 20,775 | -28.6% | 0.59% | -46.9% |
| Q4 2020 | $4,109,000 | +0.6% | 29,109 | -8.3% | 1.11% | -39.3% |
| Q3 2020 | $4,086,000 | +5.0% | 31,757 | -4.4% | 1.83% | -14.7% |
| Q2 2020 | $3,893,000 | +1261.2% | 33,224 | +1100.3% | 2.15% | +631.3% |
| Q1 2020 | $286,000 | – | 2,768 | – | 0.29% | – |
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% |