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 | $305,936 | -4.2% | 1,969 | +0.2% | 0.10% | +6.2% |
| Q2 2023 | $319,309 | +5.5% | 1,966 | 0.0% | 0.10% | +1.1% |
| Q1 2023 | $302,757 | +1.6% | 1,966 | +0.2% | 0.10% | -4.0% |
| Q4 2022 | $298,030 | +12.5% | 1,963 | +0.2% | 0.10% | +5.3% |
| Q3 2022 | $265,000 | -5.7% | 1,959 | +0.2% | 0.09% | +1.1% |
| Q2 2022 | $281,000 | -11.4% | 1,956 | +0.2% | 0.09% | +5.7% |
| Q1 2022 | $317,000 | -5.4% | 1,953 | +0.2% | 0.09% | +1.1% |
| Q4 2021 | $335,000 | +12.0% | 1,950 | +0.2% | 0.09% | -66.4% |
| Q3 2021 | $299,000 | +6.8% | 1,947 | +2.3% | 0.26% | +240.8% |
| Q1 2021 | $280,000 | +4.1% | 1,903 | -0.1% | 0.08% | -1.3% |
| Q4 2020 | $269,000 | +13.0% | 1,904 | +2.9% | 0.08% | -3.8% |
| Q3 2020 | $238,000 | +11.2% | 1,851 | +1.5% | 0.08% | -3.6% |
| Q2 2020 | $214,000 | -16.7% | 1,824 | -26.7% | 0.08% | -30.8% |
| Q1 2020 | $257,000 | -27.8% | 2,488 | -13.0% | 0.12% | -2.4% |
| Q4 2019 | $356,000 | +4.4% | 2,859 | +0.1% | 0.12% | +7.9% |
| Q3 2019 | $341,000 | +4.0% | 2,855 | +0.1% | 0.11% | -5.8% |
| Q2 2019 | $328,000 | +5.1% | 2,851 | +0.2% | 0.12% | +1.7% |
| Q1 2019 | $312,000 | – | 2,844 | – | 0.12% | – |
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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% |