VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,401 | -4.0% | 1,515 | +0.4% | 0.16% | -0.6% |
| Q2 2023 | $245,107 | +0.7% | 1,509 | -4.6% | 0.16% | -8.0% |
| Q1 2023 | $243,490 | +3.7% | 1,581 | +2.2% | 0.18% | -1.7% |
| Q4 2022 | $234,912 | +10.8% | 1,547 | +4.6% | 0.18% | +11.9% |
| Q2 2022 | $212,000 | -11.3% | 1,479 | +0.2% | 0.16% | -1.2% |
| Q1 2022 | $239,000 | -4.8% | 1,476 | +0.8% | 0.16% | +5.9% |
| Q4 2021 | $251,000 | +17.3% | 1,464 | +5.2% | 0.15% | -11.1% |
| Q3 2021 | $214,000 | -0.5% | 1,391 | 0.0% | 0.17% | +15.5% |
| Q2 2021 | $215,000 | +3.4% | 1,391 | -1.8% | 0.15% | -5.7% |
| Q1 2021 | $208,000 | -17.1% | 1,416 | -33.9% | 0.16% | -36.9% |
| Q2 2020 | $251,000 | +13.6% | 2,141 | 0.0% | 0.25% | -5.0% |
| Q1 2020 | $221,000 | -17.2% | 2,141 | 0.0% | 0.26% | +0.4% |
| Q4 2019 | $267,000 | – | 2,141 | – | 0.26% | – |
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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% |