VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,489,727 | -4.3% | 22,459 | 0.0% | 1.84% | -4.0% |
| Q2 2023 | $3,648,065 | +5.3% | 22,459 | -0.1% | 1.92% | +2.3% |
| Q1 2023 | $3,463,732 | +0.9% | 22,490 | -0.5% | 1.88% | -6.4% |
| Q4 2022 | $3,433,375 | +11.5% | 22,610 | -0.7% | 2.01% | +4.9% |
| Q3 2022 | $3,078,000 | -5.9% | 22,771 | -0.1% | 1.91% | -1.6% |
| Q2 2022 | $3,270,000 | -13.5% | 22,795 | -2.3% | 1.94% | +5.2% |
| Q1 2022 | $3,782,000 | -5.6% | 23,322 | +0.0% | 1.85% | -5.5% |
| Q4 2021 | $4,005,000 | +11.4% | 23,318 | -0.4% | 1.96% | +6.5% |
| Q3 2021 | $3,596,000 | -0.5% | 23,408 | +0.3% | 1.84% | -2.0% |
| Q2 2021 | $3,613,000 | +1.2% | 23,342 | -3.8% | 1.87% | -8.3% |
| Q1 2021 | $3,569,000 | +4.3% | 24,269 | -0.2% | 2.04% | -8.0% |
| Q4 2020 | $3,422,000 | +5.2% | 24,310 | +2.5% | 2.22% | -2.5% |
| Q3 2020 | $3,254,000 | +10.0% | 23,719 | -1.2% | 2.28% | -7.0% |
| Q2 2020 | $2,959,000 | +2.8% | 23,999 | -13.8% | 2.45% | -19.2% |
| Q1 2020 | $2,878,000 | +52.6% | 27,833 | +84.0% | 3.04% | +63.3% |
| Q4 2019 | $1,886,000 | – | 15,130 | – | 1.86% | – |
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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% |