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 | $7,509,049 | -1.9% | 48,327 | +2.6% | 3.39% | -2.2% |
| Q2 2023 | $7,653,052 | +12.3% | 47,116 | +6.5% | 3.47% | +6.7% |
| Q1 2023 | $6,814,634 | -0.4% | 44,248 | -1.8% | 3.25% | -5.7% |
| Q4 2022 | $6,842,817 | +4.0% | 45,063 | -7.4% | 3.45% | -4.1% |
| Q3 2022 | $6,581,000 | +4.3% | 48,683 | +25.1% | 3.60% | +18.6% |
| Q1 2022 | $6,311,000 | -3.9% | 38,922 | +1.8% | 3.03% | -1.4% |
| Q4 2021 | $6,570,000 | +10.9% | 38,247 | -0.8% | 3.08% | +7.4% |
| Q3 2021 | $5,922,000 | +2.2% | 38,552 | +3.0% | 2.86% | -3.7% |
| Q2 2021 | $5,793,000 | +9.8% | 37,426 | +4.3% | 2.97% | +1.2% |
| Q1 2021 | $5,278,000 | – | 35,884 | – | 2.94% | – |
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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% |