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 | $381,085 | +20.7% | 2,453 | +26.2% | 0.04% | +25.0% |
| Q2 2023 | $315,756 | -9.8% | 1,944 | -14.5% | 0.04% | -30.8% |
| Q1 2023 | $350,126 | +13.4% | 2,273 | +11.8% | 0.05% | +6.1% |
| Q4 2022 | $308,801 | -5.0% | 2,034 | -15.5% | 0.05% | -34.7% |
| Q3 2022 | $325,000 | -8.2% | 2,406 | -2.6% | 0.08% | -18.5% |
| Q2 2022 | $354,000 | -42.8% | 2,469 | -35.3% | 0.09% | -30.8% |
| Q1 2022 | $619,000 | +19.5% | 3,817 | +26.5% | 0.13% | +19.8% |
| Q4 2021 | $518,000 | +11.9% | 3,017 | 0.0% | 0.11% | +20.7% |
| Q3 2021 | $463,000 | +44.2% | 3,017 | +45.7% | 0.09% | +24.3% |
| Q2 2021 | $321,000 | +5.6% | 2,071 | +0.2% | 0.07% | -9.8% |
| Q1 2021 | $304,000 | +4.1% | 2,066 | 0.0% | 0.08% | -12.8% |
| Q4 2020 | $292,000 | +9.8% | 2,066 | 0.0% | 0.09% | -10.5% |
| Q3 2020 | $266,000 | +33.0% | 2,066 | +28.7% | 0.10% | +9.4% |
| Q4 2019 | $200,000 | – | 1,605 | – | 0.10% | – |
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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% |