VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,432 | -10.3% | 292 | -6.4% | 0.02% | -11.8% |
Q2 2023 | $50,675 | +5.5% | 312 | 0.0% | 0.02% | +6.2% |
Q1 2023 | $48,049 | +1.9% | 312 | +0.3% | 0.02% | 0.0% |
Q4 2022 | $47,158 | +293.0% | 311 | +0.6% | 0.02% | +220.0% |
Q3 2022 | $12,000 | -73.3% | 309 | +0.7% | 0.01% | -70.6% |
Q2 2022 | $45,000 | -10.0% | 307 | +0.3% | 0.02% | 0.0% |
Q1 2022 | $50,000 | -3.8% | 306 | +0.3% | 0.02% | -10.5% |
Q4 2021 | $52,000 | +10.6% | 305 | +0.3% | 0.02% | 0.0% |
Q3 2021 | $47,000 | +6.8% | 304 | +8.2% | 0.02% | -17.4% |
Q2 2021 | $44,000 | +100.0% | 281 | +84.9% | 0.02% | +76.9% |
Q1 2021 | $22,000 | – | 152 | – | 0.01% | – |
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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% |