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 | $991,086 | -5.5% | 6,378 | -1.2% | 0.50% | +2.2% |
| Q2 2023 | $1,048,523 | -1.6% | 6,455 | -6.7% | 0.49% | -8.9% |
| Q1 2023 | $1,065,938 | +0.6% | 6,921 | -0.8% | 0.54% | -12.9% |
| Q4 2022 | $1,059,589 | +11.9% | 6,978 | -0.4% | 0.62% | -0.2% |
| Q3 2022 | $947,000 | -9.4% | 7,004 | -3.8% | 0.62% | -6.8% |
| Q2 2022 | $1,045,000 | +21.9% | 7,284 | +37.8% | 0.66% | +38.6% |
| Q1 2022 | $857,000 | +59.3% | 5,287 | +68.7% | 0.48% | +77.4% |
| Q4 2021 | $538,000 | +16.7% | 3,134 | +4.5% | 0.27% | +3.8% |
| Q3 2021 | $461,000 | +1.8% | 2,999 | +2.4% | 0.26% | +0.4% |
| Q2 2021 | $453,000 | – | 2,929 | – | 0.26% | – |
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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% |