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 | $3,186,608 | -5.6% | 20,508 | -1.4% | 3.53% | -0.6% |
| Q2 2023 | $3,377,173 | -16.4% | 20,792 | -20.2% | 3.56% | -20.1% |
| Q1 2023 | $4,039,295 | +151.6% | 26,052 | +146.4% | 4.45% | +143.7% |
| Q4 2022 | $1,605,136 | +28.7% | 10,571 | +21.6% | 1.83% | +27.1% |
| Q3 2022 | $1,247,000 | -32.7% | 8,690 | -24.0% | 1.44% | -20.6% |
| Q2 2022 | $1,853,000 | 0.0% | 11,428 | 0.0% | 1.81% | +17.8% |
| Q1 2022 | $1,853,000 | -3.8% | 11,428 | +1.6% | 1.54% | -0.3% |
| Q4 2021 | $1,926,000 | +16.4% | 11,253 | +5.3% | 1.54% | -9.5% |
| Q3 2021 | $1,654,000 | 0.0% | 10,684 | 0.0% | 1.70% | 0.0% |
| Q2 2021 | $1,654,000 | +6.5% | 10,684 | +1.2% | 1.70% | -4.8% |
| Q1 2021 | $1,553,000 | +11.3% | 10,557 | +6.8% | 1.79% | +10.9% |
| Q4 2020 | $1,395,000 | – | 9,881 | – | 1.61% | – |
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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% |