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 | $292,581 | +0.1% | 1,883 | +4.6% | 0.04% | 0.0% |
| Q2 2023 | $292,374 | -3.1% | 1,800 | -8.2% | 0.04% | -7.9% |
| Q1 2023 | $301,860 | -9.0% | 1,960 | -10.3% | 0.04% | -15.6% |
| Q4 2022 | $331,792 | +14.8% | 2,185 | +2.1% | 0.04% | +7.1% |
| Q3 2022 | $289,000 | -5.9% | 2,141 | 0.0% | 0.04% | -8.7% |
| Q2 2022 | $307,000 | -11.5% | 2,141 | 0.0% | 0.05% | -8.0% |
| Q1 2022 | $347,000 | -5.7% | 2,141 | 0.0% | 0.05% | +2.0% |
| Q4 2021 | $368,000 | +11.9% | 2,141 | 0.0% | 0.05% | +8.9% |
| Q3 2021 | $329,000 | -0.6% | 2,141 | 0.0% | 0.04% | -8.2% |
| Q2 2021 | $331,000 | +5.1% | 2,141 | 0.0% | 0.05% | +6.5% |
| Q1 2021 | $315,000 | +4.3% | 2,141 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $302,000 | – | 2,141 | – | 0.05% | – |
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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% |