VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,889,586 | -4.4% | 12,161 | -0.1% | 0.72% | +0.4% |
| Q2 2023 | $1,976,851 | +1.3% | 12,170 | -3.9% | 0.71% | -4.5% |
| Q1 2023 | $1,951,227 | +0.6% | 12,669 | -0.8% | 0.75% | -5.8% |
| Q4 2022 | $1,938,955 | +13.3% | 12,769 | +0.8% | 0.79% | +2.5% |
| Q3 2022 | $1,712,000 | -7.5% | 12,664 | -1.8% | 0.78% | -7.0% |
| Q2 2022 | $1,850,000 | -13.5% | 12,891 | -2.3% | 0.83% | -4.0% |
| Q1 2022 | $2,139,000 | -13.3% | 13,189 | -8.2% | 0.87% | -20.6% |
| Q4 2021 | $2,467,000 | +1036.9% | 14,361 | +914.9% | 1.09% | +578.9% |
| Q3 2021 | $217,000 | -0.9% | 1,415 | 0.0% | 0.16% | +0.6% |
| Q2 2021 | $219,000 | +5.3% | 1,415 | 0.0% | 0.16% | -3.0% |
| Q1 2021 | $208,000 | – | 1,415 | – | 0.16% | – |
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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% |