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 | $408,086 | -2.7% | 2,626 | +1.7% | 0.15% | -2.0% |
| Q2 2023 | $419,289 | +5.5% | 2,581 | 0.0% | 0.15% | +1.4% |
| Q1 2023 | $397,554 | +1.4% | 2,581 | 0.0% | 0.15% | -6.9% |
| Q4 2022 | $391,975 | +12.3% | 2,581 | 0.0% | 0.16% | +4.6% |
| Q3 2022 | $349,000 | -5.7% | 2,581 | 0.0% | 0.15% | -4.4% |
| Q2 2022 | $370,000 | -17.6% | 2,581 | -6.8% | 0.16% | -42.4% |
| Q1 2022 | $449,000 | -8.0% | 2,768 | -2.5% | 0.28% | +34.0% |
| Q4 2021 | $488,000 | +8.7% | 2,840 | -2.7% | 0.21% | -3.7% |
| Q3 2021 | $449,000 | +0.2% | 2,920 | +1.0% | 0.21% | -12.3% |
| Q2 2021 | $448,000 | +3.5% | 2,892 | -1.7% | 0.24% | -30.9% |
| Q1 2021 | $433,000 | +23.0% | 2,942 | +18.2% | 0.35% | -12.8% |
| Q4 2020 | $352,000 | +14.3% | 2,490 | +4.2% | 0.40% | -10.6% |
| Q3 2020 | $308,000 | +4.1% | 2,390 | -5.5% | 0.45% | +1.8% |
| Q2 2020 | $296,000 | +1.0% | 2,529 | -10.6% | 0.44% | -3.5% |
| Q1 2020 | $293,000 | -26.0% | 2,829 | -10.9% | 0.46% | -2.1% |
| Q4 2019 | $396,000 | – | 3,176 | – | 0.47% | – |
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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% |