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 | $374,621 | -5.3% | 2,411 | -1.0% | 0.23% | +8.1% |
| Q2 2023 | $395,448 | -3.6% | 2,435 | -8.6% | 0.21% | +22.0% |
| Q1 2023 | $410,217 | +1.4% | 2,664 | +0.0% | 0.17% | -12.6% |
| Q4 2022 | $404,396 | +10.8% | 2,663 | -1.3% | 0.20% | +17.9% |
| Q3 2022 | $365,000 | -11.4% | 2,698 | -6.1% | 0.17% | -9.7% |
| Q2 2022 | $412,000 | -56.7% | 2,872 | -51.0% | 0.19% | -5.6% |
| Q1 2022 | $952,000 | +60.0% | 5,866 | +69.4% | 0.20% | -24.8% |
| Q4 2021 | $595,000 | +9.0% | 3,463 | -2.5% | 0.26% | -1.1% |
| Q3 2021 | $546,000 | -2.5% | 3,553 | -1.7% | 0.26% | -8.0% |
| Q2 2021 | $560,000 | +5.3% | 3,616 | +0.0% | 0.29% | -8.0% |
| Q1 2021 | $532,000 | +0.9% | 3,615 | -3.2% | 0.31% | -11.1% |
| Q4 2020 | $527,000 | +2.5% | 3,733 | -6.6% | 0.35% | -7.1% |
| Q3 2020 | $514,000 | +9.1% | 3,995 | -0.7% | 0.38% | +3.6% |
| Q2 2020 | $471,000 | +16.0% | 4,023 | +2.5% | 0.37% | -5.2% |
| Q1 2020 | $406,000 | -10.8% | 3,926 | +7.7% | 0.39% | +0.5% |
| Q4 2019 | $455,000 | – | 3,647 | – | 0.38% | – |
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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% |