VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420 | -24.3% | 2,702 | -25.0% | 0.18% | -30.3% |
| Q1 2023 | $555 | +1.5% | 3,602 | 0.0% | 0.25% | +9.6% |
| Q4 2022 | $547 | -99.9% | 3,602 | 0.0% | 0.23% | 0.0% |
| Q3 2022 | $487,000 | -5.8% | 3,602 | 0.0% | 0.23% | -0.4% |
| Q2 2022 | $517,000 | -11.5% | 3,602 | +0.1% | 0.23% | -5.0% |
| Q1 2022 | $584,000 | -2.8% | 3,599 | +2.9% | 0.24% | +12.0% |
| Q4 2021 | $601,000 | +11.9% | 3,499 | 0.0% | 0.22% | -5.3% |
| Q3 2021 | $537,000 | -0.9% | 3,499 | 0.0% | 0.23% | -20.8% |
| Q2 2021 | $542,000 | +7.8% | 3,499 | +2.3% | 0.29% | +20.5% |
| Q1 2021 | $503,000 | +4.1% | 3,419 | 0.0% | 0.24% | -4.8% |
| Q4 2020 | $483,000 | +12.9% | 3,419 | +2.7% | 0.25% | +3.7% |
| Q3 2020 | $428,000 | +10.6% | 3,329 | +0.9% | 0.24% | +4.3% |
| Q2 2020 | $387,000 | +13.5% | 3,300 | 0.0% | 0.23% | -2.9% |
| Q1 2020 | $341,000 | -17.0% | 3,300 | 0.0% | 0.24% | -12.8% |
| Q4 2019 | $411,000 | – | 3,300 | – | 0.27% | – |
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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% |