VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,486,365 | -2.6% | 9,566 | +1.9% | 0.45% | +3.0% |
| Q2 2023 | $1,525,380 | +2.8% | 9,391 | -2.5% | 0.44% | +0.7% |
| Q1 2023 | $1,483,270 | -0.4% | 9,631 | -1.8% | 0.44% | -8.6% |
| Q4 2022 | $1,489,800 | +6.0% | 9,811 | -5.6% | 0.48% | -9.1% |
| Q3 2022 | $1,405,000 | -6.5% | 10,392 | -0.7% | 0.53% | -3.7% |
| Q2 2022 | $1,502,000 | -8.2% | 10,467 | +3.8% | 0.55% | -20.2% |
| Q1 2022 | $1,636,000 | -8.6% | 10,087 | -3.2% | 0.68% | -3.3% |
| Q4 2021 | $1,790,000 | +19.5% | 10,420 | +6.8% | 0.71% | +10.1% |
| Q3 2021 | $1,498,000 | +11.8% | 9,754 | +12.7% | 0.64% | -12.5% |
| Q2 2021 | $1,340,000 | +16.8% | 8,655 | +11.0% | 0.73% | +10.2% |
| Q1 2021 | $1,147,000 | – | 7,797 | – | 0.67% | – |
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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% |