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 | $2,619,087 | -3.7% | 16,991 | +0.2% | 0.29% | -2.7% |
| Q2 2023 | $2,719,797 | +4.4% | 16,964 | +0.5% | 0.30% | -0.7% |
| Q1 2023 | $2,606,079 | -6.3% | 16,873 | -5.2% | 0.30% | -18.5% |
| Q4 2022 | $2,780,638 | +21.1% | 17,806 | +5.7% | 0.37% | -1.9% |
| Q3 2022 | $2,297,000 | -8.4% | 16,844 | -1.9% | 0.38% | +0.8% |
| Q2 2022 | $2,508,000 | -8.5% | 17,177 | +1.8% | 0.37% | +3.9% |
| Q1 2022 | $2,742,000 | -7.3% | 16,874 | -2.0% | 0.36% | -1.6% |
| Q4 2021 | $2,959,000 | +10.0% | 17,226 | -1.6% | 0.36% | +6.7% |
| Q3 2021 | $2,689,000 | -1.9% | 17,506 | -1.2% | 0.34% | -4.7% |
| Q2 2021 | $2,742,000 | +4.5% | 17,716 | -0.6% | 0.36% | -2.7% |
| Q1 2021 | $2,623,000 | +5.3% | 17,831 | +1.1% | 0.37% | +5.4% |
| Q4 2020 | $2,490,000 | +7.6% | 17,640 | -2.0% | 0.35% | -3.1% |
| Q3 2020 | $2,315,000 | +1.1% | 17,991 | -7.9% | 0.36% | +2.3% |
| Q2 2020 | $2,290,000 | +1.7% | 19,544 | -10.2% | 0.35% | -11.1% |
| Q1 2020 | $2,251,000 | -21.3% | 21,776 | -5.1% | 0.40% | -12.0% |
| Q4 2019 | $2,861,000 | -1.3% | 22,952 | -5.3% | 0.45% | +2.3% |
| Q3 2019 | $2,899,000 | +6.2% | 24,242 | +2.2% | 0.44% | +5.5% |
| Q2 2019 | $2,731,000 | +6.1% | 23,717 | +1.1% | 0.42% | -4.6% |
| Q1 2019 | $2,573,000 | – | 23,469 | – | 0.44% | – |
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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% |