VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $942,458 | -5.7% | 6,066 | -1.4% | 0.23% | +1.3% |
Q2 2023 | $999,112 | +3.6% | 6,151 | -1.7% | 0.22% | -3.0% |
Q1 2023 | $964,108 | -2.0% | 6,260 | -3.4% | 0.23% | -3.7% |
Q4 2022 | $983,519 | +13.2% | 6,477 | +0.7% | 0.24% | +6.6% |
Q3 2022 | $869,000 | -49.0% | 6,433 | -45.8% | 0.23% | -27.8% |
Q2 2022 | $1,703,000 | -0.4% | 11,869 | +12.6% | 0.31% | +7.6% |
Q1 2022 | $1,710,000 | +11.0% | 10,544 | +5.1% | 0.29% | +4.7% |
Q3 2021 | $1,541,000 | -3.7% | 10,032 | -3.0% | 0.28% | -7.3% |
Q2 2021 | $1,601,000 | +14.9% | 10,342 | +9.3% | 0.30% | +3.8% |
Q1 2021 | $1,393,000 | +1.3% | 9,466 | -2.8% | 0.29% | -6.5% |
Q4 2020 | $1,375,000 | +0.9% | 9,741 | -8.0% | 0.31% | -12.0% |
Q3 2020 | $1,363,000 | +9.6% | 10,593 | -0.2% | 0.35% | -25.5% |
Q2 2020 | $1,244,000 | +20.7% | 10,618 | +6.5% | 0.47% | +4.0% |
Q1 2020 | $1,031,000 | +6.4% | 9,974 | +28.3% | 0.45% | +18.0% |
Q4 2019 | $969,000 | – | 7,772 | – | 0.38% | – |
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% |