VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,344,192 | -4.3% | 8,651 | 0.0% | 0.91% | -7.1% |
| Q2 2023 | $1,405,182 | +4.5% | 8,651 | -0.9% | 0.98% | -7.7% |
| Q1 2023 | $1,344,045 | -1.9% | 8,727 | -3.2% | 1.06% | -12.7% |
| Q4 2022 | $1,369,383 | +9.5% | 9,018 | -2.6% | 1.22% | +5.0% |
| Q3 2022 | $1,251,000 | -1.4% | 9,257 | +4.6% | 1.16% | +1.8% |
| Q2 2022 | $1,269,000 | +26.5% | 8,848 | +43.0% | 1.14% | +28.1% |
| Q1 2022 | $1,003,000 | -11.2% | 6,186 | -5.9% | 0.89% | -9.7% |
| Q4 2021 | $1,129,000 | +9.1% | 6,572 | -2.4% | 0.98% | +2.1% |
| Q3 2021 | $1,035,000 | -0.4% | 6,737 | +0.4% | 0.96% | -3.6% |
| Q2 2021 | $1,039,000 | +5.2% | 6,712 | -0.1% | 1.00% | -4.2% |
| Q1 2021 | $988,000 | -11.5% | 6,720 | -15.1% | 1.04% | -4.7% |
| Q4 2020 | $1,117,000 | – | 7,914 | – | 1.10% | – |
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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% |