VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,196,900 | -1.2% | 7,637 | +0.4% | 1.16% | -4.5% |
| Q2 2023 | $1,212,043 | +2.4% | 7,603 | +0.1% | 1.21% | -5.8% |
| Q1 2023 | $1,183,917 | +23.8% | 7,596 | +22.4% | 1.28% | +5.4% |
| Q4 2022 | $956,181 | +7.0% | 6,208 | -3.7% | 1.22% | -3.6% |
| Q3 2022 | $894,000 | -3.2% | 6,448 | +6.9% | 1.26% | +3.8% |
| Q2 2022 | $924,000 | -5.8% | 6,031 | 0.0% | 1.22% | -3.2% |
| Q1 2022 | $981,000 | -4.8% | 6,031 | -0.3% | 1.26% | -8.0% |
| Q4 2021 | $1,031,000 | +10.6% | 6,050 | -0.2% | 1.37% | -4.4% |
| Q3 2021 | $932,000 | +0.4% | 6,060 | +1.1% | 1.43% | -2.8% |
| Q2 2021 | $928,000 | +4.6% | 5,992 | 0.0% | 1.47% | -7.3% |
| Q1 2021 | $887,000 | +3.9% | 5,992 | -1.0% | 1.59% | -5.1% |
| Q4 2020 | $854,000 | +9.6% | 6,052 | +0.0% | 1.67% | -16.8% |
| Q3 2020 | $779,000 | +11.1% | 6,051 | +1.1% | 2.01% | -11.2% |
| Q2 2020 | $701,000 | +14.7% | 5,986 | +1.4% | 2.26% | -18.4% |
| Q1 2020 | $611,000 | +35.8% | 5,905 | +63.6% | 2.77% | +100.4% |
| Q4 2019 | $450,000 | – | 3,610 | – | 1.38% | – |
Download | ||||||
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% |