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 | $1,971,231 | -5.3% | 12,687 | -1.0% | 0.83% | -2.6% |
| Q2 2023 | $2,081,537 | -14.9% | 12,815 | -19.3% | 0.85% | -16.8% |
| Q1 2023 | $2,446,753 | -26.7% | 15,887 | -27.8% | 1.03% | -29.8% |
| Q4 2022 | $3,339,828 | +9.8% | 21,994 | -2.2% | 1.46% | +1.4% |
| Q3 2022 | $3,041,000 | -23.0% | 22,497 | -18.3% | 1.44% | -21.6% |
| Q2 2022 | $3,951,000 | -28.9% | 27,539 | -14.9% | 1.84% | -26.4% |
| Q1 2022 | $5,560,000 | 0.0% | 32,372 | 0.0% | 2.50% | 0.0% |
| Q4 2021 | $5,560,000 | +9.2% | 32,372 | -2.3% | 2.50% | -12.8% |
| Q3 2021 | $5,092,000 | -2.3% | 33,148 | -1.6% | 2.86% | -5.9% |
| Q2 2021 | $5,213,000 | +15.6% | 33,681 | +13.5% | 3.04% | +3.9% |
| Q1 2021 | $4,510,000 | +24.2% | 29,679 | +16.4% | 2.93% | -6.1% |
| Q4 2020 | $3,630,000 | – | 25,489 | – | 3.12% | – |
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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% |