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 | $8,779,503 | -2.0% | 56,503 | +2.4% | 0.86% | +0.1% |
| Q2 2023 | $8,961,482 | +4.7% | 55,171 | -0.8% | 0.86% | -4.4% |
| Q1 2023 | $8,562,856 | -1.5% | 55,599 | -2.9% | 0.89% | -5.4% |
| Q4 2022 | $8,693,829 | +12.4% | 57,253 | +0.0% | 0.94% | +10.4% |
| Q3 2022 | $7,736,000 | -5.6% | 57,237 | +0.2% | 0.86% | +0.4% |
| Q2 2022 | $8,197,000 | +0.7% | 57,134 | +13.8% | 0.85% | +17.2% |
| Q1 2022 | $8,141,000 | -2.4% | 50,205 | +3.4% | 0.73% | -1.2% |
| Q4 2021 | $8,343,000 | +5.2% | 48,574 | +0.7% | 0.74% | +3.7% |
| Q3 2021 | $7,931,000 | +16.5% | 48,214 | +9.7% | 0.71% | -27.3% |
| Q2 2021 | $6,805,000 | +597.9% | 43,953 | +563.5% | 0.98% | +735.9% |
| Q1 2021 | $975,000 | +19.6% | 6,624 | +14.7% | 0.12% | +9.3% |
| Q4 2020 | $815,000 | +16.9% | 5,774 | +6.6% | 0.11% | -15.7% |
| Q3 2020 | $697,000 | +9.2% | 5,418 | -12.2% | 0.13% | -33.5% |
| Q1 2020 | $638,000 | -14.1% | 6,168 | +3.5% | 0.19% | -4.5% |
| Q4 2019 | $743,000 | – | 5,957 | – | 0.20% | – |
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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% |