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 | $772,208 | -25.8% | 4,970 | -22.4% | 0.68% | -19.8% |
| Q2 2023 | $1,040,038 | +10.2% | 6,403 | +4.5% | 0.85% | +6.5% |
| Q1 2023 | $943,450 | +4.6% | 6,126 | +3.1% | 0.80% | +1.8% |
| Q4 2022 | $902,131 | +13.9% | 5,941 | +1.4% | 0.78% | +1.4% |
| Q3 2022 | $792,000 | -4.5% | 5,857 | +1.4% | 0.77% | +9.8% |
| Q2 2022 | $829,000 | -1.9% | 5,776 | +10.8% | 0.70% | -11.4% |
| Q1 2022 | $845,000 | -8.1% | 5,211 | -2.6% | 0.79% | +2.3% |
| Q4 2021 | $919,000 | -3.5% | 5,351 | -13.7% | 0.77% | -1.4% |
| Q3 2021 | $952,000 | +6.2% | 6,197 | +7.1% | 0.78% | -2.0% |
| Q2 2021 | $896,000 | +52.1% | 5,785 | +44.4% | 0.80% | +31.7% |
| Q1 2021 | $589,000 | – | 4,006 | – | 0.61% | – |
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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% |