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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,822 | +5.2% | 1,421 | -1.7% | 0.13% | +5.8% |
| Q2 2022 | $208,000 | -9.6% | 1,446 | +0.5% | 0.12% | -0.8% |
| Q1 2022 | $230,000 | +0.9% | 1,439 | +0.4% | 0.12% | -5.4% |
| Q4 2021 | $228,000 | -3.0% | 1,433 | +0.4% | 0.13% | +0.8% |
| Q3 2021 | $235,000 | +6.8% | 1,427 | +0.5% | 0.13% | 0.0% |
| Q2 2021 | $220,000 | +2.8% | 1,420 | +0.4% | 0.13% | -2.3% |
| Q1 2021 | $214,000 | -7.0% | 1,414 | -12.7% | 0.13% | -9.7% |
| Q4 2020 | $230,000 | -8.4% | 1,619 | -13.3% | 0.14% | -17.6% |
| Q3 2020 | $251,000 | +9.6% | 1,867 | +0.4% | 0.18% | -3.8% |
| Q2 2020 | $229,000 | +10.1% | 1,859 | +0.5% | 0.18% | -3.2% |
| Q1 2020 | $208,000 | -12.6% | 1,850 | +0.5% | 0.19% | -8.3% |
| Q4 2019 | $238,000 | – | 1,841 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Capital Management Ltd | 441,073 | $48,359,000 | 29.27% |
| Stuart Chaussee & Associates, Inc. | 332,598 | $36,466,000 | 23.52% |
| DERBY & COMPANY, INC | 345,747 | $37,908,000 | 20.52% |
| Stokes & Hubbell Capital Management, LLC | 778,278 | $85,330,000 | 17.94% |
| VPR Management LLC | 340,185 | $37,298,000 | 17.64% |
| Zions Bancorporation, N.A. | 787,455 | $86,337,000 | 13.94% |
| Berkshire Money Management, Inc. | 569,984 | $62,493,000 | 13.83% |
| Homrich & Berg | 2,233,473 | $244,876,000 | 12.74% |
| E&G Advisors, LP | 252,579 | $27,693,000 | 12.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 218,859 | $23,996,000 | 11.56% |