VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,921 | -0.8% | 25,234 | +3.7% | 0.34% | +14.4% |
| Q2 2023 | $3,953 | +30.7% | 24,334 | +23.9% | 0.30% | +14.2% |
| Q1 2023 | $3,024 | +1.4% | 19,634 | 0.0% | 0.26% | -8.1% |
| Q4 2022 | $2,982 | -99.9% | 19,634 | 0.0% | 0.28% | -2.1% |
| Q3 2022 | $2,654,000 | -11.6% | 19,634 | -6.2% | 0.29% | +5.8% |
| Q2 2022 | $3,003,000 | -11.5% | 20,934 | 0.0% | 0.27% | +18.1% |
| Q1 2022 | $3,394,000 | +126.3% | 20,934 | +139.7% | 0.23% | +134.3% |
| Q4 2021 | $1,500,000 | +11.8% | 8,734 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $1,342,000 | -0.7% | 8,734 | 0.0% | 0.10% | +11.2% |
| Q2 2021 | $1,352,000 | – | 8,734 | – | 0.09% | – |
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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% |