VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,129 | +7.0% | 1,251 | +0.1% | 0.10% | +4.0% |
| Q4 2022 | $189,868 | -6.5% | 1,250 | 0.0% | 0.10% | +8.7% |
| Q1 2022 | $203,000 | -5.6% | 1,250 | 0.0% | 0.09% | -8.9% |
| Q4 2021 | $215,000 | +4.9% | 1,250 | -6.3% | 0.10% | -9.0% |
| Q3 2021 | $205,000 | -2.4% | 1,334 | -1.8% | 0.11% | +0.9% |
| Q2 2021 | $210,000 | -38.6% | 1,359 | -43.8% | 0.11% | -50.0% |
| Q4 2020 | $342,000 | +10.3% | 2,420 | +0.6% | 0.22% | -4.3% |
| Q3 2020 | $310,000 | +9.9% | 2,406 | 0.0% | 0.23% | -8.4% |
| Q2 2020 | $282,000 | -6.0% | 2,406 | 0.0% | 0.25% | -16.6% |
| Q4 2019 | $300,000 | – | 2,406 | – | 0.30% | – |
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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% |