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 | $3,278,226 | +36.6% | 21,098 | +42.8% | 0.31% | +28.9% |
| Q2 2023 | $2,400,378 | -11.9% | 14,778 | -16.5% | 0.24% | -19.3% |
| Q1 2023 | $2,724,117 | +25.0% | 17,688 | +23.3% | 0.30% | +13.8% |
| Q4 2022 | $2,178,732 | +35.2% | 14,348 | +20.3% | 0.26% | +25.6% |
| Q3 2022 | $1,612,000 | +161.3% | 11,923 | +177.1% | 0.21% | +162.0% |
| Q2 2022 | $617,000 | -11.6% | 4,303 | 0.0% | 0.08% | +14.5% |
| Q1 2022 | $698,000 | -55.1% | 4,303 | -52.5% | 0.07% | -57.7% |
| Q4 2021 | $1,556,000 | +11.9% | 9,058 | 0.0% | 0.16% | -4.7% |
| Q3 2021 | $1,391,000 | -90.4% | 9,058 | -90.3% | 0.17% | -91.1% |
| Q2 2021 | $14,457,000 | +0.7% | 93,398 | -4.3% | 1.92% | -12.2% |
| Q1 2021 | $14,352,000 | +27.0% | 97,578 | +21.8% | 2.19% | +11.4% |
| Q4 2020 | $11,305,000 | +189.6% | 80,081 | +163.9% | 1.96% | +160.5% |
| Q3 2020 | $3,904,000 | – | 30,340 | – | 0.75% | – |
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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% |